# Board Of Trustees, Steamfitters Local #449 Retirement Security Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-local-449-retirement-security-fund-plan

> Board Of Trustees, Steamfitters Local #449 Retirement Security Fund's DC plan: 3,462 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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|

| NEWPORT GROUP|NONE|$430,024|—|$430,024|

| CDS ADMINISTRATORS|NONE|$147,313|—|$147,313|

| HENRY ROSSI & CO., LLP|NONE|$34,470|—|$34,470|

| SEGAL MARCO ADVISORS|NONE|$28,500|—|$28,500|

| MEYER, UNKOVIC & SCOTT|NONE|$27,162|—|$27,162|

| ALLEGHENY COMMERCIAL PRINTING|NONE|$11,312|—|$11,312|

| PNC FINANCIAL SERVICES GROUP|NONE|$5,124|—|$5,124|

### 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

- [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:** $683,905

- **Estimated Expense Ratio:** 0.170% 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|$495,289|$233,691|$147,313|—|—|

| 2023|$430,465|$213,756|$143,023|—|—|

| 2022|$499,223|$273,210|$162,672|—|$42,805|

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