Plan Snapshot
- Plan Sponsor: Plumbers And Fitters Local 101 Supplemental Pension Plan
- Sponsor EIN: 371398133
- Sponsor Address: 8 PREMIER DR, BELLEVILLE, IL, 622203421
- Plan Type: DC
- Total Participants: 80
- Total Assets: $17.2M
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 | 80 | $17.2M | $0 | $0 |
| 2023 | 83 | $14.5M | $0 | $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 |
|---|---|---|---|---|
| SCHEFFEL BOYLE | Auditor | $10,500 | — | $10,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,500
- Estimated Expense Ratio: 0.061% 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 | $44,622 | $1,500 | $16,026 | $10,500 | — |
| 2023 | $41,060 | $1,500 | $16,197 | — | $15,669 |