Plan Snapshot
- Plan Sponsor: Pipe Fitters Local No 533 Pension Plan
- Sponsor EIN: 436175719
- Sponsor Address: 8600 HILLCREST ROAD, KANSAS CITY, MO, 64138
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,235
- Total Assets: $330.2M
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 | 1,235 | $330.2M | $15.1M | $0 |
| 2023 | 1,171 | $309.7M | $14.8M | $0 |
| 2022 | 1,086 | $281.6M | $12.4M | $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 |
|---|---|---|---|---|
| SOLXSYS ADMINISTRATIVE SOLUTIONS LL | Other Service Provider | $167,273 | — | $167,273 |
| BLAKE & UHLIG, P.A. | Other Service Provider | $104,387 | — | $104,387 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $96,000 | — | $96,000 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $85,433 | — | $85,433 |
| CLIFTONLARSONALLEN LLP | Auditor | $31,948 | — | $31,948 |
| MACOMB BUSINESS FORMS INC | Other Service Provider | $10,215 | — | $10,215 |
| CALIBRE CPA GROUP PLLC | Auditor | $9,937 | — | $9,937 |
| LEES PRINTING CO, INC. | Other Service Provider | $5,505 | — | $5,505 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $5,229 | — | $5,229 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — 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: $515,927
- Estimated Expense Ratio: 0.156% 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 | $676,009 | $96,000 | $167,844 | $31,948 | — |
| 2023 | $643,102 | $124,850 | $153,437 | $19,832 | — |
| 2022 | $654,002 | $128,000 | $148,281 | — | $217,146 |