Plan Snapshot
- Plan Sponsor: International Association Of Plumbing & Mechanical Officials
- Sponsor EIN: 951603192
- Sponsor Address: 4755 E PHILADELPHIA STREET, ONTARIO, CA, 917612816
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $84.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 245 | $84.6M | $3.9M | $2.3M |
| 2023 | 231 | $76.2M | $3.4M | $2.2M |
| 2022 | 220 | $62.6M | $3.3M | $1.9M |
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 |
|---|---|---|---|---|
| MILLER GIANGRANDE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $127,696 | $10,290 | — | — | — |
| 2023 | $90,043 | $51,674 | — | — | — |
| 2022 | $101,862 | $51,937 | $49,925 | — | — |