Plan Snapshot
- Plan Sponsor: Board Of Trustees Plumbers Pipe Profit Sharing Annuity Plan
- Sponsor EIN: 341719466
- Sponsor Address: P.O. BOX 1330, HOLLAND, OH, 43528
- Plan Type: DC
- Total Participants: 377
- Total Assets: $55.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 377 | $55.8M | $0 | $0 |
| 2023 | 331 | $44.0M | $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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $13,333 | — | $13,333 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,333
- Estimated Expense Ratio: 0.024% 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 | $303,061 | $30,000 | $215,237 | $13,333 | — |
| 2023 | $288,082 | $37,500 | $217,388 | — | $24,634 |