Plan Snapshot
- Plan Sponsor: Local 354 Plumbers & Pipe Fitters Pension Fund
- Sponsor EIN: 256148991
- Sponsor Address: 6500 BROOKTREE ROAD, WEXFORD, PA, 150909272
- Plan Type: DC
- Total Participants: 1,334
- Total Assets: $135.1M
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 | 1,334 | $135.1M | $5.1M | $0 |
| 2023 | 1,323 | $122.6M | $4.7M | $0 |
| 2022 | 1,330 | $108.8M | $4.7M | $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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $179,441 | — | — | — | — |
| 2023 | $222,503 | — | $18,000 | — | — |
| 2022 | $235,917 | — | $56,950 | — | $71,544 |