Plan Snapshot
- Plan Sponsor: Jt Brd Trustees Plumbers & Pipefitters
- Sponsor EIN: 550623667
- Sponsor Address: 9200 US ROUTE 60, ONA, WV, 255459507
- Plan Type: DC
- Plan Number: 002
- Total Participants: 2,851
- Total Assets: $75.0M
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 | 2,851 | $75.0M | $3.3M | $0 |
| 2023 | 2,908 | $68.8M | $2.8M | $0 |
| 2022 | 3,075 | $63.0M | $2.9M | $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 |
|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $31,128 | — | $31,128 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $27,753 | — | $27,753 |
| STANDARD VALUATIONS, INC | Other Service Provider | $22,000 | — | $22,000 |
| GRAY, GRIFFITH & MAYS, A.C. | Other Service Provider | $15,000 | — | $15,000 |
| JOHN F. DASCOLI, PLLC | Recordkeeper | $6,840 | — | $6,840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN F. DASCOLI, PLLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,721
- Estimated Expense Ratio: 0.137% 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 | $110,692 | $49,825 | $30,633 | $15,924 | — |
| 2023 | $217,549 | $145,975 | $40,245 | $14,378 | — |
| 2022 | $187,374 | $122,761 | $41,085 | — | $18,371 |