# Pipe & Refrigeration Fitters Local 537 DB Plan Source: https://planprovider.pro/companies/pipe-refrigeration-fitters-local-537-516030859-001 > Pipe & Refrigeration Fitters Local 537's DB plan: 2,372 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Pipe & Refrigeration Fitters Local 537 - **Sponsor EIN:** 516030859 - **Sponsor Address:** 40 ENTERPRISE STREET, SUITE 463, DORCHESTER, MA, 021251638 - **Plan Type:** DB - **Plan Number:** 001 - **Total Participants:** 2,372 - **Total Assets:** $962.4M ## 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|2,372|$962.4M|$59.1M|$0| | 2023|2,310|$901.7M|$53.6M|$0| | 2022|2,202|$828.3M|$50.0M|$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| | BOSTON TRUST WALDEN|Other Service Provider|$1,070,873|—|$1,070,873| | ABS INVESTMENT MANAGEMENT|Other Service Provider|$355,009|—|$355,009| | ZIEGLER CAPITAL MANAGEMENT, LLC|Other Service Provider|$351,004|—|$351,004| | BNY MELLON|Other Service Provider|$301,406|—|$301,406| | BPEA STRATEGIC HEALTHCARE LP|Other Service Provider|$291,963|—|$291,963| | 400 CAPITAL MANAGEMENT LLC|Other Service Provider|$291,662|—|$291,662| | TITANIUM|Other Service Provider|$273,456|—|$273,456| | DAVIDSON KEMPNER CAPITAL MANAGEMENT|Other Service Provider|$268,255|—|$268,255| | RENAISSANCE INSTITUTIONAL EQUITIES|Other Service Provider|$209,879|—|$209,879| | NEPC, LLC|Recordkeeper|$208,371|—|$208,371| | INTERCONTINENTAL|Other Service Provider|$134,898|—|$134,898| | SIGULER GUFF|Other Service Provider|$133,270|—|$133,270| | SCHRODER INVESTMENT MANAGEMENT|Other Service Provider|$111,187|—|$111,187| | ULLICO|Recordkeeper|$106,994|—|$106,994| | MESIROW|Other Service Provider|$98,981|—|$98,981| | LOOMIS SAYLES|Other Service Provider|$98,088|—|$98,088| | CBIZ RETIREMENT PLAN SERVICES|Other Service Provider|$95,667|—|$95,667| | SELECT EQUITY GROUP, LP|Other Service Provider|$90,092|—|$90,092| | BRIDGEWAY TECHNOLOGIES|Other Service Provider|$83,314|—|$83,314| | GROSVENOR CAPITAL MANAGEMENT LP|Other Service Provider|$76,157|—|$76,157| | DOVER STREET X FEEDER FUND LP|Other Service Provider|$71,955|—|$71,955| | JP MORGAN|Recordkeeper|$66,230|—|$66,230| | EMPLOYEE F|Recordkeeper|$60,493|—|$60,493| | MANZI & ASSOCIATES LLC|Other Service Provider|$57,996|—|$57,996| | INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$56,250|—|$56,250| | KRAKOW & SOURIS|Other Service Provider|$55,175|—|$55,175| | CRESCENT CAPITAL COLLECTIVE INV|Other Service Provider|$54,415|—|$54,415| | RICHMOND CAPITAL MANAGEMENT|Other Service Provider|$44,254|—|$44,254| | TERRACAP PARTNERS IV LP|Other Service Provider|$34,064|—|$34,064| | DOVER STREET IX CAYMAN FUND L.P.|Other Service Provider|$33,378|—|$33,378| | EMPLOYEE G|Recordkeeper|$27,171|—|$27,171| | EMPLOYEE E|Recordkeeper|$27,003|—|$27,003| | FRONTENAC XI PRIVATE CAPITAL|Other Service Provider|$25,358|—|$25,358| | ENTRUST|Other Service Provider|$24,259|—|$24,259| | EMPLOYEE C|Recordkeeper|$19,164|—|$19,164| | EMPLOYEE B|Recordkeeper|$17,188|—|$17,188| | NETWORK COVERAGE LLC|Other Service Provider|$17,031|—|$17,031| | EMPLOYEE D|Recordkeeper|$11,627|—|$11,627| | NOVAK FRANCELLA LLC|Auditor|$11,254|—|$11,254| | JLS MAILING SERVICES|Other Service Provider|$10,547|—|$10,547| | ASB CAPITAL MANAGEMENT|Other Service Provider|$10,429|—|$10,429| | QUADIENT|Other Service Provider|$7,054|—|$7,054| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper - [ULLICO](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper - [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE G](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE E](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $5,392,821 - **Estimated Expense Ratio:** 0.560% 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|$5,124,273|$4,120,767|—|$57,996|—| | 2023|$4,025,033|$3,111,772|—|$58,578|—| | 2022|$3,939,159|$3,096,526|—|—|—| ## Similar Plans - [Pipefitters Union Local No. 537](https://planprovider.pro/companies/pipefitters-union-local-no-537-042167074-501) — 2,372 participants - [Pipefitters Union Local #537 - Vacation Fund](https://planprovider.pro/companies/pipefitters-union-local-537-vacation-fund-237255451-501) — 955 participants - [Ene Systems, INC.](https://planprovider.pro/companies/ene-systems-inc-042956130-502) — 290 participants - [J.C. Cannistraro, LLC.](https://planprovider.pro/companies/j-c-cannistraro-llc-401k-plan) — 241 participants - [J.C. Cannistraro, LLC](https://planprovider.pro/companies/j-c-cannistraro-llc-042313282-501) — 217 participants - [Emond Plumbing And Heating, INC.](https://planprovider.pro/companies/emond-plumbing-and-heating-inc-043034257-501) — 206 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pipe-refrigeration-fitters-local-537-516030859-001) © 2026 PlanProvider.Pro