Plan Snapshot
- Plan Sponsor: Pipefitters Local 636 Defined Contribution Retirement Trust
- Sponsor EIN: 386440276
- Sponsor Address: 700 TOWER DRIVE, TROY, MI, 48098
- Plan Type: DC
- Total Participants: 1,623
- Total Assets: $281.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,623 | $281.5M | $5.7M | $3.0M |
| 2023 | 1,533 | $258.9M | $6.1M | $2.5M |
| 2022 | 1,547 | $230.1M | $5.5M | $2.4M |
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 |
|---|---|---|---|---|
| BENESYS, INC. | NONE | $242,163 | — | $242,163 |
| ASHER KELLY | NONE | $51,940 | — | $51,940 |
| NEPC LLC | NONE | $41,250 | — | $41,250 |
| AMERICAN GRAPHICS PRINTING CO. | NONE | $34,617 | — | $34,617 |
| BULTYNCK & CO., PLLC | NONE | $16,000 | — | $16,000 |
| NICKEL & SAPH, INC | NONE | $10,058 | — | $10,058 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $396,028
- Estimated Expense Ratio: 0.141% 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 | $481,459 | $116,982 | $52,863 | $17,558 | — |
| 2023 | $461,102 | $116,454 | $56,764 | $18,118 | — |
| 2022 | $429,556 | $115,907 | $50,685 | — | $32,674 |