Plan Snapshot
- Plan Sponsor: Pipe Fitters Local No 533 Individual Account Plan
- Sponsor EIN: 436175719
- Sponsor Address: 8600 HILLCREST ROAD, KANSAS CITY, MO, 64138
- Plan Type: DC
- Plan Number: 002
- Total Participants: 1,509
- Total Assets: $301.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,509 | $301.8M | $10.2M | $0 |
| 2023 | 1,427 | $274.1M | $9.9M | $0 |
| 2022 | 1,302 | $230.6M | $8.2M | $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 |
|---|---|---|---|---|
| BLAKE & UHLIG, P.A. | Other Service Provider | $83,326 | — | $83,326 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $79,395 | — | $79,395 |
| SOLXSYS ADMINISTRATIVE SOLUTIONS LL | Other Service Provider | $40,544 | — | $40,544 |
| RBC WEALTH MANAGEMENT | Recordkeeper | $40,000 | — | $40,000 |
| CLIFTONLARSONALLEN LLP | Auditor | $29,487 | — | $29,487 |
| CALIBRE CPA GROUP PLLC | Auditor | $8,749 | — | $8,749 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- RBC WEALTH MANAGEMENT — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- 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: $281,501
- Estimated Expense Ratio: 0.093% 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 | $349,292 | $79,395 | $40,416 | $29,487 | — |
| 2023 | $316,462 | $74,488 | $37,084 | $18,212 | — |
| 2022 | $311,411 | $69,926 | $37,080 | — | $104,490 |