# Plumbers And Gasfitters Local 5 Retirement Savings Fund DC Plan
Source: https://planprovider.pro/companies/plumbers-and-gasfitters-local-5-retirement-savings-fund-plan

> Plumbers And Gasfitters Local 5 Retirement Savings Fund's DC plan: 2,103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|

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