Plan Snapshot
- Plan Sponsor: Plumbers And Gasfitters Local 5 Retirement Savings Fund
- Sponsor EIN: 522124369
- Sponsor Address: 4755 WALDEN LANE, LANHAM, MD, 207063560
- Plan Type: DC
- Total Participants: 2,103
- Total Assets: $143.8M
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 | 2,103 | $143.8M | $9.9M | $0 |
| 2023 | 2,075 | $122.5M | $8.2M | $0 |
| 2022 | 2,043 | $100.3M | $7.4M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | NONE | $226,037 | — | $226,037 |
| SEGAL MARCO ADVISORS | NONE | $38,999 | — | $38,999 |
| O'DONOGHUE & O'DONOGHUE | NONE | $27,539 | — | $27,539 |
| CALIBRE CPA GROUP PLLC | NONE | $17,710 | — | $17,710 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — NONE
- CALIBRE CPA GROUP PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $310,285
- Estimated Expense Ratio: 0.216% 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 | $471,042 | $226,037 | — | $17,710 | — |
| 2023 | $374,257 | $42,500 | — | $16,946 | — |
| 2022 | $388,381 | — | — | — | $88,791 |