Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Pipefitter 636 Retiree & Widow Benefit Fund
- Sponsor EIN: 386447273
- Sponsor Address: 700 TOWER DRIVE, TROY, MI, 480982808
- Plan Type: DC
- Total Participants: 0
- Total Assets: $458,861
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 | 0 | $458,861 | $1.8M | $0 |
| 2023 | 0 | $493,148 | $1.8M | $0 |
| 2022 | 0 | $407,036 | $1.6M | $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 | $8,788 | — | $8,788 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,788
- Estimated Expense Ratio: 1.915% 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 | $53,218 | $2,582 | $14,490 | $8,788 | — |
| 2023 | $43,476 | $1,666 | $14,088 | $8,050 | — |
| 2022 | $33,163 | — | $13,800 | — | $10,045 |