# Joint Board Of Trustees Plumbers Union Local 55 Pension Plan DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-plumbers-union-local-55-pension-plan-plan

> Joint Board Of Trustees Plumbers Union Local 55 Pension Plan&#39;s DB plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Plumbers Union Local 55 Pension Plan

- **Sponsor EIN:** 346514703

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

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $0

## 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|$0|$1.9M|$0|

| 2023|459|$99.3M|$0|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$4,855|—|$4,855|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,855

### 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|$257,449|$60,308|$41,051|$4,855|—|

| 2023|$634,462|$210,156|$696|—|$171,749|

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