Plan Snapshot
- Plan Sponsor: Board Of Trustees Plumbers Local #63 Annuity Plan
- Sponsor EIN: 371378834
- Sponsor Address: PO BOX 68994, INDIANAPOLIS, IN, 462680994
- Plan Type: DC
- Total Participants: 179
- Total Assets: $21.3M
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. |
|---|---|---|---|---|
| 2025 | 179 | $21.3M | $0 | $0 |
| 2024 | 189 | $20.3M | $0 | $0 |
| 2023 | 190 | $18.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| ROMOLO & ASSOCIATES, LLC | Auditor | $11,500 | — | $11,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,500
- Estimated Expense Ratio: 0.054% 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 |
|---|---|---|---|---|---|
| 2025 | $56,897 | $25,000 | $8,105 | $11,500 | — |
| 2024 | $69,062 | $25,000 | $8,025 | $10,500 | — |
| 2023 | $65,227 | $26,362 | $7,945 | — | $23,173 |