Plan Snapshot
- Plan Sponsor: Plumbers And Pipefitters Local 344
- Sponsor EIN: 730467693
- Sponsor Address: 4337 SOUTHWEST 44TH, OKLAHOMA CITY, OK, 73119
- Plan Type: DC
- Total Participants: 1,459
- Total Assets: $61.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,459 | $61.6M | $3.2M | $818,794 |
| 2023 | 1,363 | $55.2M | $2.7M | $575,119 |
| 2022 | 1,184 | $49.1M | $2.6M | $549,015 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $242,811 | — | $242,811 |
| RBG CAPITAL MARKETS, LLC | Investment Advisor | $86,203 | — | $86,203 |
| EMPLOYEE BENEFITS GROUP, LLC | Recordkeeper | — | $45,975 | $45,975 |
| PLUMBERS&PIPEFITTERS HEALTH&WELFARE | Other Service Provider | $41,461 | — | $41,461 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBG CAPITAL MARKETS, LLC — Investment Advisor
- EMPLOYEE BENEFITS GROUP, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $416,450
- Estimated Expense Ratio: 0.676% 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 | $279,704 | $86,203 | $144,953 | — | — |
| 2023 | $243,001 | $75,634 | $133,476 | — | — |
| 2022 | $341,388 | $75,882 | $230,538 | — | — |