# Pipefitters Local Union No.537 DC Plan
Source: https://planprovider.pro/companies/pipefitters-local-union-no-537-042760802-002

> Pipefitters Local Union No.537's DC plan: 3,374 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pipefitters Local Union No.537

- **Sponsor EIN:** 042760802

- **Sponsor Address:** 40 ENTERPRISE STREET, SUITE 463, DORCHESTER, MA, 021251638

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 3,374

- **Total Assets:** $784.5M

## 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|3,374|$784.5M|$41.5M|$0|

| 2023|3,331|$738.8M|$39.3M|$0|

| 2022|3,231|$661.7M|$36.7M|$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|$1,164,583|—|$1,164,583|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$550,098|—|$550,098|

| ABS INVESTMENT MANAGEMENT|Other Service Provider|$266,407|—|$266,407|

| US REAL ESTATE INVESTMENT FUND|Other Service Provider|$241,335|—|$241,335|

| WCP SPECIAL CORE PLUS FUND LP|Other Service Provider|$241,125|—|$241,125|

| NEPC, LLC|Recordkeeper|$188,747|—|$188,747|

| 400 CAPITAL MANAGEMENT LLC|Other Service Provider|$168,516|—|$168,516|

| DAVIDSON KEMPNER CAPITAL MANAGEMENT|Other Service Provider|$157,458|—|$157,458|

| RENAISSANCE INSTITUTIONAL EQUITIES|Other Service Provider|$122,803|—|$122,803|

| LOOMIS SAYLES|Other Service Provider|$84,290|—|$84,290|

| BRIDGEWAY TECHNOLOGIES|Other Service Provider|$66,285|—|$66,285|

| EMPLOYEE F|Recordkeeper|$48,129|—|$48,129|

| MANZI & ASSOCIATES LLC|Other Service Provider|$46,301|—|$46,301|

| INVESTMENT PERFORMANCE SERVICES, LL|Other Service Provider|$45,000|—|$45,000|

| DOVER STREET IX CAYMAN FUND L.P.|Other Service Provider|—|$43,481|$43,481|

| SELECT EQUITY GROUP, LP|Other Service Provider|$39,714|—|$39,714|

| EMPLOYEE G|Recordkeeper|$21,618|—|$21,618|

| EMPLOYEE E|Recordkeeper|$21,483|—|$21,483|

| NORTHGATE VENTURE PARTNERS, VII LP|Other Service Provider|$16,000|—|$16,000|

| EMPLOYEE C|Recordkeeper|$15,247|—|$15,247|

| EMPLOYEE B|Recordkeeper|$13,674|—|$13,674|

| NETWORK COVERAGE LLC|Other Service Provider|$13,550|—|$13,550|

| NOVAK FRANCELLA LLC|Auditor|$11,254|—|$11,254|

| KRAKOW, SOURIS & LANDRY LLC|Other Service Provider|$11,250|—|$11,250|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$10,430|—|$10,430|

| EMPLOYEE D|Recordkeeper|$9,251|—|$9,251|

| JLS MAILING SERVICES|Other Service Provider|$8,391|—|$8,391|

| SEGAL MARCO ADVISORS|Other Service Provider|$6,833|—|$6,833|

| QUADIENT|Other Service Provider|$5,612|—|$5,612|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — 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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,638,865

- **Estimated Expense Ratio:** 0.464% 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|$3,249,191|$2,781,999|—|$46,301|—|

| 2023|$2,703,178|$2,227,743|—|$44,676|—|

| 2022|$2,710,365|$2,117,451|—|—|$201,881|

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