# Joint Board Of Trustee Plumbers 98 Defined Contribution Pension Plan DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustee-plumbers-98-defined-contribution-pension-plan-plan

> Joint Board Of Trustee Plumbers 98 Defined Contribution Pension Plan's DC plan: 907 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustee Plumbers 98 Defined Contribution Pension Plan

- **Sponsor EIN:** 383155388

- **Sponsor Address:** 700 TOWER DRIVE, TROY, MI, 48098

- **Plan Type:** DC

- **Total Participants:** 907

- **Total Assets:** $83.9M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|907|$83.9M|$2.1M|$1.7M|

| 2023|936|$74.3M|$2.0M|$1.6M|

| 2022|875|$64.4M|$1.7M|$1.6M|

## 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|

| BENESYS, INC.|NONE|$114,939|—|$114,939|

| MERRILL LYNCH|NONE|$50,000|—|$50,000|

| ASHER KELLY LAW|NONE|$20,376|—|$20,376|

| AMERICAN GRAPHICS PRINTING CO|NONE|$17,973|—|$17,973|

| BULTYNCK & CO., PLLC|NONE|$15,000|—|$15,000|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $218,288

- **Estimated Expense Ratio:** 0.260% 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|$257,562|$75,533|$110,775|$15,832|—|

| 2023|$256,446|$72,114|$107,538|$15,625|—|

| 2022|$248,697|$72,427|$105,660|—|$23,372|

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