Plan Snapshot
- Plan Sponsor: Pipefitters Union Local #537 - Vacation Fund
- Sponsor EIN: 237255451
- Sponsor Address: 40 ENTERPRISE STREET, SUITE 463, DORCHESTER, MA, 02125
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 955
- Total Assets: $3.1M
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 | 955 | $3.1M | $0 | $6.1M |
| 2023 | 1,011 | $3.0M | $0 | $6.0M |
| 2022 | 983 | $2.9M | $0 | $6.0M |
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 LLC | Other Service Provider | $16,500 | — | $16,500 |
| BRIDGEWAY TECHNOLOGIES | Other Service Provider | $12,949 | — | $12,949 |
| EMPLOYEE F | Recordkeeper | $9,402 | — | $9,402 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE F — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,851
- Estimated Expense Ratio: 1.268% 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 | $81,585 | — | — | — | — |
| 2023 | $89,356 | — | — | — | — |
| 2022 | $85,382 | — | — | — | — |