# Board Of Trustees Steamfitters Vacation Fund Local 475 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-vacation-fund-local-475-222351279-503

> Board Of Trustees Steamfitters Vacation Fund Local 475's Health & Welfare plan: 502 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 Vacation Fund Local 475

- **Sponsor EIN:** 222351279

- **Sponsor Address:** 136 MOUNT BETHEL ROAD, WARREN, NJ, 07059

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 502

- **Total Assets:** $3.2M

## 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|502|$3.2M|$3.9M|$0|

| 2023|614|$3.7M|$4.5M|$0|

| 2022|500|$3.0M|$3.7M|$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|$14,581|—|$14,581|

### Verified Provider Profiles

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

- [MSPC CPAS & ADVISORS, P.C.](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,581

- **Estimated Expense Ratio:** 0.463% 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|$18,121|—|—|$14,581|—|

| 2023|$17,116|—|—|$13,991|—|

| 2022|$21,353|—|—|—|$18,564|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-steamfitters-vacation-fund-local-475-222351279-503)

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