# Pipefitters Local 636 Defined Contribution Retirement Trust DC Plan
Source: https://planprovider.pro/companies/pipefitters-local-636-defined-contribution-retirement-trust-plan

> Pipefitters Local 636 Defined Contribution Retirement Trust&#39;s DC plan: 1,623 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — 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|

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