Plan Snapshot
- Plan Sponsor: Pipefitters Local No 636 Defined Benefit Pension Fund
- Sponsor EIN: 383009873
- Sponsor Address: 700 TOWER DRIVE, TROY, MI, 480982808
- Plan Type: DB
- Total Participants: 1,381
- Total Assets: $488.7M
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 | 1,381 | $488.7M | $39.6M | $0 |
| 2023 | 1,399 | $459.2M | $38.3M | $0 |
| 2022 | 1,378 | $422.4M | $36.3M | $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 |
|---|---|---|---|---|
| BENESYS, INC. | NONE | $312,616 | — | $312,616 |
| STROME ACTUARIAL SERVICES LLC | NONE | $132,954 | — | $132,954 |
| NEPC LLC | NONE | $90,000 | — | $90,000 |
| LOOMIS SAYLES & COMPANY | NONE | $75,917 | — | $75,917 |
| ASHER KELLY | NONE | $74,775 | — | $74,775 |
| COMERICA BANK | NONE | $56,442 | — | $56,442 |
| JPMORGAN | NONE | $31,039 | — | $31,039 |
| BULTYNCK & CO., PLLC | NONE | $28,100 | — | $28,100 |
| AMERICAN GRAPHICS PRINTING INC. | NONE | $17,070 | — | $17,070 |
| NICKEL & SAPH, INC | NONE | $10,058 | — | $10,058 |
| UNITED ACTUARIAL SERVICES, INC | NONE | $7,527 | — | $7,527 |
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: $836,498
- Estimated Expense Ratio: 0.171% 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 | $3,110,509 | $2,357,450 | $292,850 | $34,099 | — |
| 2023 | $2,884,831 | $2,158,748 | $283,834 | $22,375 | — |
| 2022 | $2,896,065 | $2,201,019 | $276,000 | — | $188,151 |