Plan Snapshot
- Plan Sponsor: Plumbers And Pipefitters Local 162 Retirement Savings Plan
- Sponsor EIN: 311387429
- Sponsor Address: 1200 E. SECOND STREET, DAYTON, OH, 454031019
- Plan Type: DC
- Total Participants: 895
- Total Assets: $60.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 895 | $60.9M | $4.4M | $116,030 |
| 2023 | 618 | $51.5M | $2.4M | $92,339 |
| 2022 | 619 | $41.9M | $2.4M | $20,832 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $24,242 | — | $24,242 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,242
- Estimated Expense Ratio: 0.040% 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 | $155,736 | $74,097 | $31,776 | $24,242 | — |
| 2023 | $113,648 | $37,972 | $28,189 | $20,825 | — |
| 2022 | $214,677 | $141,605 | — | — | $73,072 |