# Pipe & Refrigeration Fitters Local 537 DB Plan
Source: https://planprovider.pro/companies/pipe-refrigeration-fitters-local-537-plan

> Pipe & Refrigeration Fitters Local 537's DB plan: 2,372 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|2,372|$962.4M|$0|$0|

| 2024|2,310|$901.7M|$0|$0|

| 2023|2,202|$828.3M|$0|$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|

| MANZI & ASSOCIATES|Auditor|$57,996|—|$57,996|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,996

- **Estimated Expense Ratio:** 0.006% 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|

| 2025|$5,124,273|$4,120,767|—|$57,996|—|

| 2024|$4,025,033|$3,111,772|—|$58,578|—|

| 2023|$3,939,159|$3,096,526|—|—|—|

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