Plan Snapshot
- Plan Sponsor: Board Of Trustees West Mi Plumbers Local Union No 174 401(K) Plan
- Sponsor EIN: 381796240
- Sponsor Address: 5600 NEW KING DRIVE SUITE 330, TROY, MI, 48098
- Plan Type: 401(k)
- Total Participants: 675
- Total Assets: $48.9M
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 | 675 | $48.9M | $0 | $0 |
| 2023 | 663 | $42.5M | $0 | $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 |
|---|---|---|---|---|
| BULTYNCK & CO., P.L.L.C. | Auditor | $15,669 | — | $15,669 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,669
- Estimated Expense Ratio: 0.032% 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 | $216,277 | $82,681 | $42,000 | $15,669 | — |
| 2023 | $187,929 | $59,177 | $42,255 | — | $62,771 |