Plan Snapshot
- Plan Sponsor: Plumbers And Pipefitters Local 168 Retirement Plan
- Sponsor EIN: 311219497
- Sponsor Address: 60 BLVD. OF THE ALLIES, FIFTH FLOOR, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 1,522
- Total Assets: $74.9M
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 | 1,522 | $74.9M | $2.6M | $26,164 |
| 2023 | 1,503 | $65.5M | $2.2M | $33,418 |
| 2022 | 1,455 | $55.9M | $2.1M | $35,849 |
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 | Recordkeeper | $45,444 | — | $45,444 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $32,000 | — | $32,000 |
| PACKER THOMAS | Auditor | $28,500 | — | $28,500 |
| CENTRAL DATA SERVICES | Other Service Provider | $27,323 | — | $27,323 |
| FAULKNER, HOFFMAN & PHILLIPS, LLC | Other Service Provider | $24,350 | — | $24,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
- PACKER THOMAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,617
- Estimated Expense Ratio: 0.210% 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 | $263,723 | $77,444 | $27,323 | $28,500 | — |
| 2023 | $183,776 | $88,256 | $27,523 | — | — |
| 2022 | $208,039 | $99,290 | $27,333 | — | $45,054 |