# Board Of Trustees Plumbers Local #63 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-plumbers-local-63-annuity-plan-plan

> Board Of Trustees Plumbers Local #63 Annuity Plan's DC plan: 179 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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