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

> Pipe Fitters Local No 533 Individual Account Plan's DC plan: 1,509 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|1,509|$301.8M|$0|$0|

| 2024|1,427|$274.1M|$0|$0|

| 2023|1,302|$230.6M|$0|$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|

| CLIFTONLARSONALLEN LLP|Auditor|$29,487|—|$29,487|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,487

- **Estimated Expense Ratio:** 0.010% 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|

| 2025|$349,292|$79,395|$40,416|$29,487|—|

| 2024|$316,462|$74,488|$37,084|$18,212|—|

| 2023|$311,411|$69,926|$37,080|—|$104,490|

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