# Pipe Fitters Local No 533 Individual Account Plan DC Plan
Source: https://planprovider.pro/companies/pipe-fitters-local-no-533-individual-account-plan-436175719-002

> Pipe Fitters Local No 533 Individual Account Plan's DC plan: 1,509 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [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:** $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|

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