# Joint Board Plumbers & Pipefitters Local Union No. 333 Pension DB Plan
Source: https://planprovider.pro/companies/joint-board-plumbers-pipefitters-local-union-no-333-pension-383545518-005

> Joint Board Plumbers & Pipefitters Local Union No. 333 Pension's DB plan: 845 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Plumbers & Pipefitters Local Union No. 333 Pension

- **Sponsor EIN:** 383545518

- **Sponsor Address:** 6525 CENTURION DRIVE, LANSING, MI, 48917

- **Plan Type:** DB

- **Plan Number:** 005

- **Total Participants:** 845

- **Total Assets:** $301.3M

## 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|845|$301.3M|$18.0M|$0|

| 2023|656|$267.7M|$16.6M|$0|

| 2022|659|$232.0M|$13.1M|$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|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$110,998|—|$110,998|

| NOVARA LAW GROUP PLLC|Other Service Provider|$88,362|—|$88,362|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$85,200|—|$85,200|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Other Service Provider|$78,100|—|$78,100|

| TIC MIDWEST|Other Service Provider|$77,798|—|$77,798|

| STOCKBRIDGE NICHE LOGISTICS, LP|Other Service Provider|$49,184|—|$49,184|

| WASHINGTON CAPITAL MANAGEMENT|Other Service Provider|$46,081|—|$46,081|

| SMART MARKETS FUND, LP|Other Service Provider|$40,357|—|$40,357|

| MACQUEEN AND ASSOCIATES LLC|Other Service Provider|$33,659|$5,049|$38,708|

| BULTYNCK & CO., P.L.L.C.|Other Service Provider|$29,850|—|$29,850|

| COMERICA BANK|Other Service Provider|$17,788|$985|$18,773|

| STEFANSKY, HOLLOWAY & NICHOLS, INC.|Other Service Provider|$16,884|—|$16,884|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $680,295

- **Estimated Expense Ratio:** 0.226% 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|$793,284|$380,965|$72,642|$48,606|—|

| 2023|$706,677|$322,276|$62,400|$41,998|—|

| 2022|$618,317|$264,227|$62,400|—|$198,729|

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