Plan Snapshot
- Plan Sponsor: Plumbers And Pipefitters Annuity Fund Local No. 520
- Sponsor EIN: 236489357
- Sponsor Address: 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098
- Plan Type: DC
- Total Participants: 1,606
- Total Assets: $219.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,606 | $219.5M | $0 | $0 |
| 2024 | 1,639 | $204.7M | $0 | $0 |
| 2023 | 1,651 | $178.9M | $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 |
|---|---|---|---|---|
| FISCHER DORWART, P.C. | Auditor | $18,000 | — | $18,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.008% 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 |
|---|---|---|---|---|---|
| 2025 | $315,310 | $53,044 | $65,286 | $18,000 | — |
| 2024 | $301,226 | $52,000 | $63,384 | $18,000 | — |
| 2023 | $304,529 | $173,380 | $61,540 | — | $40,736 |