# Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-trustees-worc-plumbers-pipefitters-local-union-4-annuity-fund-plan

> Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund's DC plan: 311 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund

- **Sponsor EIN:** 046069434

- **Sponsor Address:** PO BOX 5817, WALLINGFORD, CT, 06492

- **Plan Type:** DC

- **Total Participants:** 311

- **Total Assets:** $57.7M

## 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|311|$57.7M|$2.6M|$0|

| 2023|307|$50.4M|$2.6M|$0|

| 2022|286|$41.6M|$2.2M|$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|

| NOVAK FRANCELLA, LLC|Auditor|$11,450|—|$11,450|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,450

- **Estimated Expense Ratio:** 0.020% 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|$151,734|$25,000|$24,720|$11,450|—|

| 2023|$135,616|$25,000|$24,720|$11,100|—|

| 2022|$130,242|$57,650|$24,720|—|$27,606|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-trustees-worc-plumbers-pipefitters-local-union-4-annuity-fund-plan)

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