# Pipe Fitters Local Union #211 Defined Contribution Retirement Plan DC Plan
Source: https://planprovider.pro/companies/pipe-fitters-local-union-211-defined-contribution-retirement-plan-plan

> Pipe Fitters Local Union #211 Defined Contribution Retirement Plan's DC plan: 4,224 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [HARPER & PEARSON COMPANY, PC.](https://planprovider.pro/provider/harper-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pipe-fitters-local-union-211-defined-contribution-retirement-plan-plan)

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