Plan Snapshot
- Plan Sponsor: Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla
- Sponsor EIN: 470822012
- Sponsor Address: 7220 F STREET, OMAHA, NE, 681171406
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 531
- Total Assets: $39.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 531 | $39.4M | $0 | $1.5M |
| 2023 | 282 | $37.5M | $0 | $1.3M |
| 2022 | 272 | $29.7M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $48,406 | — | $48,406 |
| LUTZ | Auditor | $26,600 | — | $26,600 |
| RELATION INSURANCE SER | Other Service Provider | $13,887 | — | $13,887 |
| KUTAK ROCK LLP | ERISA Attorney | $11,408 | — | $11,408 |
| MARQUETTE ASSOCIATES | Investment Advisor | $6,490 | $10 | $6,500 |
| PLUMBERS LOCAL UNION NO. 16 | Recordkeeper | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,801
- Estimated Expense Ratio: 0.286% 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 | $118,878 | $6,490 | $54,406 | $26,600 | — |
| 2023 | $138,143 | $43,638 | $42,902 | $23,750 | — |
| 2022 | $155,215 | $63,864 | $45,739 | — | $35,611 |