Plan Snapshot
- Plan Sponsor: Board Of Trustees, Steamfitters Local #449 Retirement Security Fund
- Sponsor EIN: 256135334
- Sponsor Address: 232 WISE ROAD, SUITE 330, HARMONY, PA, 160379201
- Plan Type: DC
- Total Participants: 3,462
- Total Assets: $402.4M
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 | 3,462 | $402.4M | $14.5M | $1.0M |
| 2023 | 3,508 | $369.6M | $13.5M | $1.0M |
| 2022 | 3,693 | $333.5M | $13.1M | $1.3M |
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 |
|---|---|---|---|---|
| HENRY ROSSI & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY ROSSI & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $495,289 | $233,691 | $147,313 | — | — |
| 2023 | $430,465 | $213,756 | $143,023 | — | — |
| 2022 | $499,223 | $273,210 | $162,672 | — | $42,805 |