Plan Snapshot
- Plan Sponsor: Pipe Fitters Local Union #211 Defined Contribution Retirement Plan
- Sponsor EIN: 760525814
- Sponsor Address: P.O. BOX 87549, HOUSTON, TX, 772877549
- Plan Type: DC
- Total Participants: 4,224
- Total Assets: $44.3M
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 | 4,224 | $44.3M | $4.0M | $36,910 |
| 2023 | 3,828 | $38.4M | $2.5M | $1,855 |
| 2022 | 3,726 | $33.2M | $3.3M | $89,773 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE | NONE | $316,569 | — | $316,569 |
| HARPER & PEARSON COMPANY, PC. | NONE | $51,500 | — | $51,500 |
| BENEFIT RESOURCES | NONE | $20,196 | — | $20,196 |
| BAKER & BOTTS | NONE | $15,143 | — | $15,143 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE — NONE
- HARPER & PEARSON COMPANY, PC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $403,408
- Estimated Expense Ratio: 0.911% 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 | $426,051 | $316,569 | $20,196 | $51,500 | — |
| 2023 | $320,176 | $212,064 | $20,196 | $25,500 | — |
| 2022 | $407,786 | $279,627 | $20,196 | — | $50,457 |