Plan Snapshot
- Plan Sponsor: Board Of Trustees Plumbers Local 360 Pension Plan Supplemental
- Sponsor EIN: 753068596
- Sponsor Address: 5 MEADOW HEIGHTS PROFESSIONAL PARK, COLLINSVILLE, IL, 62234
- Plan Type: DC
- Total Participants: 139
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $23.6M | $656,187 | $458,330 |
| 2023 | 135 | $19.8M | $629,395 | $428,013 |
| 2022 | 122 | $16.2M | $595,158 | $409,983 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANDERS | Auditor | $22,875 | — | $22,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,875
- Estimated Expense Ratio: 0.097% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $39,524 | — | — | $22,875 | — |
| 2023 | $41,783 | — | — | $19,475 | — |
| 2022 | $28,878 | — | — | — | $19,529 |