# Pipe Fitters Local No 533 Pension Plan DB Plan
Source: https://planprovider.pro/companies/pipe-fitters-local-no-533-pension-plan-436175719-001

> Pipe Fitters Local No 533 Pension Plan's DB plan: 1,235 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 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](https://planprovider.pro/provider/transamerica) — 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:** $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|

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