# Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-plumbers-local-union-no-16-defined-contribution-pla-470822012-002

> Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla's 401(k) plan: 531 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lutz-and-company-pc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-plumbers-local-union-no-16-defined-contribution-pla-470822012-002)

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