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: DC
- 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. |
|---|---|---|---|---|
| 2025 | 1,522 | $74.9M | $0 | $0 |
| 2024 | 1,503 | $65.5M | $0 | $0 |
| 2023 | 1,455 | $55.9M | $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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | $28,500 | — | $28,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,500
- Estimated Expense Ratio: 0.038% 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 | $263,723 | $77,444 | $27,323 | $28,500 | — |
| 2024 | $183,776 | $88,256 | $27,523 | — | — |
| 2023 | $208,039 | $99,290 | $27,333 | — | $45,054 |