# Board Of Trustees Steamfitters Local #449 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-local-449-pension-fund-plan

> Board Of Trustees Steamfitters Local #449 Pension Fund's DB plan: 1,652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Steamfitters Local #449 Pension Fund

- **Sponsor EIN:** 256032401

- **Sponsor Address:** 232 WISE ROAD, SUITE 330, HARMONY, PA, 160379221

- **Plan Type:** DB

- **Total Participants:** 1,652

- **Total Assets:** $479.3M

## 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.|

| 2024|1,652|$479.3M|$28.7M|$0|

| 2023|1,656|$436.4M|$28.1M|$0|

| 2022|1,656|$387.0M|$26.2M|$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|

| WINSLOW ASSET MANAGEMENT|NONE|$367,959|—|$367,959|

| CDS ADMINISTRATORS|NONE|$308,528|—|$308,528|

| FOUNDRY PARTNERS|NONE|$265,252|—|$265,252|

| LOOMIS SAYLES & CO.|NONE|$211,247|—|$211,247|

| PNC PCA SCC|NONE|$185,425|—|$185,425|

| GAMCO|NONE|$137,312|—|$137,312|

| CHARTWELL INVESTMENT PARTNERS, LLC|NONE|$136,525|—|$136,525|

| PNC INSTITUTIONAL INVESTMENTS|NONE|$134,268|—|$134,268|

| C S MCKEE|NONE|$102,581|—|$102,581|

| PRUDENTIAL RETIREMENT INSURANCE|NONE|$97,862|—|$97,862|

| SEGAL MARCO ADVISORS|NONE|$57,000|—|$57,000|

| HENRY ROSSI & CO., LLP|NONE|$37,740|—|$37,740|

| GRIDIRON PARTNERS|NONE|$31,539|—|$31,539|

| MORGAN STANLEY|NONE|$31,148|—|$31,148|

| THE PHILADELPHIA TRUST COMPANY|NONE|$29,431|—|$29,431|

| FOSTER & FOSTER|NONE|$28,071|—|$28,071|

| MEYER, UNKOVIC & SCOTT|NONE|$24,325|—|$24,325|

| ALLEGHENY COMMERCIAL PRINTING|NONE|$22,509|—|$22,509|

| PNC BANK|NONE|$10,248|—|$10,248|

| CIM INVESTMENT MANAGEMENT|NONE|$7,702|—|$7,702|

| TUCKER ARENSBERG, P.C.|NONE|$5,537|—|$5,537|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HENRY ROSSI & CO., LLP](https://planprovider.pro/provider/henry-rossi-and-co-llp) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [MEYER, UNKOVIC & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,232,209

- **Estimated Expense Ratio:** 0.466% 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|$2,416,536|$1,795,587|—|—|—|

| 2023|$2,235,392|$1,673,254|—|—|—|

| 2022|$2,558,117|$2,002,166|—|—|$83,825|

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