# Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-local-602-retirement-savings-plan-plan

> Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan's DC plan: 5,806 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan

- **Sponsor EIN:** 522187219

- **Sponsor Address:** 8700 ASHWOOD DRIVE, CAPITOL HEIGHTS, MD, 20743

- **Plan Type:** DC

- **Total Participants:** 5,806

- **Total Assets:** $522.0M

## 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|5,806|$522.0M|$32.3M|$0|

| 2023|4,949|$445.0M|$28.1M|$0|

| 2022|5,155|$365.3M|$27.3M|$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|

| EMPOWER ANNUITY INSURANCE CO.|RECORDKEEPER|$311,348|—|$311,348|

| O'DONOGHUE AND O'DONOGHUE|ATTORNEY|$80,420|—|$80,420|

| WPAS, INC.|SERVICE PROVIDER|$73,000|—|$73,000|

| SARFINO AND RHOADES, LLP|AUDITOR|$46,874|—|$46,874|

| GALLAGHER FIDUCIARY ADVISORS, LLC|INVESTMENT ADVISOR|$37,321|—|$37,321|

| SEGAL SELECT INSURANCE SERVICES INC|INSURANCE AGENT|$21,328|—|$21,328|

| ZENITH AMERICAN SOLUTIONS|CONTRACT ADMINISTRATOR|$18,745|—|$18,745|

| THE SEGAL COMPANY (EASTERN STATES)|CONSULTANT|$8,893|—|$8,893|

### Verified Provider Profiles

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

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $597,929

- **Estimated Expense Ratio:** 0.115% 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|$351,348|$37,321|$110,762|$27,950|—|

| 2023|$211,807|$35,760|$55,417|$26,703|—|

| 2022|$198,353|$33,112|$53,806|—|$78,775|

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