# Joint Board Of Trustees Plumbers Union Local 55 H&W 401(k) Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-plumbers-union-local-55-h-w-340754952-501

> Joint Board Of Trustees Plumbers Union Local 55 H&W's 401(k) plan: 515 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Plumbers Union Local 55 H&W

- **Sponsor EIN:** 340754952

- **Sponsor Address:** 980 KEYNOTE CIRCLE, BROOKLYN HEIGHTS, OH, 441310000

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 515

- **Total Assets:** $18.0M

## 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|515|$18.0M|$9.9M|$434,193|

| 2023|505|$14.9M|$8.4M|$508,554|

| 2022|493|$12.9M|$7.3M|$529,471|

## 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|

| CDS ADMINISTRATORS|Other Service Provider|$142,105|—|$142,105|

| BUCK CONSULTANTS|Other Service Provider|$68,004|—|$68,004|

| FAULKNER, HOFFMAN & PHILLIPS, LLC|Other Service Provider|$39,013|—|$39,013|

| CIUNI & PANICHI, INC.|Other Service Provider|$31,261|—|$31,261|

| ANDCO CONSULTING, LLC|Other Service Provider|$15,188|—|$15,188|

| PLUMBERS UNION LOCAL #55|Other Service Provider|$5,360|—|$5,360|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $300,931

- **Estimated Expense Ratio:** 1.673% 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|$697,170|$15,188|$147,465|$31,261|—|

| 2023|$641,250|$15,000|$140,077|$24,129|—|

| 2022|$665,197|$14,500|$11,819|—|$127,306|

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