Plan Snapshot
- Plan Sponsor: Plumbers And Pipefitters Local 551
- Sponsor EIN: 371136405
- Sponsor Address: P.O. BOX 156, WEST FRANKFORT, IL, 627850156
- Plan Type: DC
- Total Participants: 142
- Total Assets: $41.0M
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 | 142 | $41.0M | $0 | $0 |
| 2023 | 124 | $34.6M | $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 |
|---|---|---|---|---|
| GRABEL, SCHNIEDERS, HOLLMAN & CO PC | Auditor | $15,059 | — | $15,059 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,059
- Estimated Expense Ratio: 0.037% 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 | $151,656 | $50,594 | $72,000 | $15,059 | — |
| 2023 | $169,325 | $43,121 | $54,514 | — | $15,350 |