Plan Snapshot
- Plan Sponsor: Board Of Trustees Steamfitters Surety Fund Local 475
- Sponsor EIN: 222351695
- Sponsor Address: 136 MOUNT BETHEL ROAD, WARREN, NJ, 070595129
- Plan Type: DC
- Total Participants: 1,582
- Total Assets: $174.7M
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 | 1,582 | $174.7M | $8.2M | $0 |
| 2023 | 1,484 | $165.2M | $8.6M | $0 |
| 2022 | 1,432 | $152.3M | $6.3M | $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 |
|---|---|---|---|---|
| MSPC CPAS & ADVISORS, P.C. | Auditor | $24,791 | — | $24,791 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CPAS & ADVISORS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,791
- Estimated Expense Ratio: 0.014% 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 | $332,689 | $23,669 | — | $24,791 | — |
| 2023 | $280,904 | $23,262 | — | $24,246 | — |
| 2022 | $275,688 | $23,262 | — | — | $43,493 |