# Pipe Fitters Local Union No. 120 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/pipe-fitters-local-union-no-120-annuity-fund-plan

> Pipe Fitters Local Union No. 120 Annuity Fund's DC plan: 1,461 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 Union No. 120 Annuity Fund

- **Sponsor EIN:** 341480483

- **Sponsor Address:** 6305 HALLE DR., CLEVELAND, OH, 441254617

- **Plan Type:** DC

- **Total Participants:** 1,461

- **Total Assets:** $99.1M

## 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|1,461|$99.1M|$5.3M|$728,970|

| 2023|1,410|$89.3M|$4.9M|$0|

| 2022|1,373|$77.1M|$4.6M|$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|

| CIUNI & PANICHI|Other Service Provider|$20,048|—|$20,048|

| TIFFANY CLARKE|EMPLOYEE|$16,009|—|$16,009|

| FAULKNER, HOFFMAN, PHILLIPS, LLP.|Other Service Provider|$14,531|—|$14,531|

| JOHN HANCOCK RETIREMENT PLAN SERV|Other Service Provider|$9,226|—|$9,226|

| TAMMY LICHT|EMPLOYEE|$5,445|—|$5,445|

| THE SEGAL COMPANY|Other Service Provider|$5,000|—|$5,000|

| ANDCO|Other Service Provider|$5,000|—|$5,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,259

- **Estimated Expense Ratio:** 0.076% 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|$221,707|$88,425|—|$20,048|—|

| 2023|$208,286|$87,865|—|$20,362|—|

| 2022|$210,779|$86,297|—|—|$47,379|

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