Plan Snapshot
- Plan Sponsor: Plumber & Steamfitters 72 Defined Contrib Fund
- Sponsor EIN: 582637934
- Sponsor Address: 2010 NW 150TH, STE 100, PEMBROKE PINES, FL, 330282887
- Plan Type: DC
- Total Participants: 4,225
- Total Assets: $162.4M
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 | 4,225 | $162.4M | $11.4M | $0 |
| 2023 | 3,631 | $142.8M | $9.8M | $0 |
| 2022 | 3,548 | $121.4M | $8.9M | $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 |
|---|---|---|---|---|
| ONE AMERICA RETIREMENT SERVICES | NONE | $215,625 | — | $215,625 |
| NATIONAL EMPLOYEE BENEFITS ADMIN | NONE | $52,800 | — | $52,800 |
| REYNOLDS CONSULTING SERVICES | NONE | $37,500 | — | $37,500 |
| NOVAK FRANCELLA, LLC | NONE | $16,847 | — | $16,847 |
| ARNALL GOLDEN GREGORY, LLP | NONE | $6,741 | — | $6,741 |
| BRENTWOOD ASSET ADVISORS, LLC | NONE | $6,700 | — | $6,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $336,213
- Estimated Expense Ratio: 0.207% 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 | $360,111 | $253,125 | $52,800 | $15,300 | — |
| 2023 | $357,087 | $212,388 | $44,679 | $24,250 | — |
| 2022 | $385,714 | $243,977 | $47,125 | — | $73,609 |