# Board Of Trustees Steamfitters Local Union No. 464 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-local-union-no-464-476045941-001

> Board Of Trustees Steamfitters Local Union No. 464's DB plan: 1,196 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 Union No. 464

- **Sponsor EIN:** 476045941

- **Sponsor Address:** 3930 SOUTH 147TH STREET, SUITE 100, OMAHA, NE, 681445569

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 1,196

- **Total Assets:** $250.9M

## 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|1,196|$250.9M|$13.4M|$0|

| 2023|1,161|$240.4M|$12.9M|$0|

| 2022|1,136|$205.1M|$12.4M|$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|

| FIRST NATIONAL BANK|Investment Advisor|$479,925|—|$479,925|

| DANA INVESTMENT ADVISORS|Other Service Provider|$271,826|—|$271,826|

| BENESYS INC|Other Service Provider|$149,148|—|$149,148|

| BLAKE & UHLIG, PA|Other Service Provider|$91,314|—|$91,314|

| O'DONNELL, FICENEC, WILLS & FERDIG|Other Service Provider|$51,619|—|$51,619|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$42,950|—|$42,950|

| INVESTMENT CONSULTING GROUP|Other Service Provider|$34,000|—|$34,000|

### Verified Provider Profiles

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

- [FIRST NATIONAL BANK](https://planprovider.pro/provider/first-national-corporation) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,120,782

- **Estimated Expense Ratio:** 0.447% 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|$1,233,499|$751,751|—|$51,619|—|

| 2023|$1,142,815|$633,462|—|$67,522|—|

| 2022|$1,083,380|$543,987|—|—|$246,248|

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