Plan Snapshot
- Plan Sponsor: Plumbers And Steamfitters 486 Pension Fund Board Of Trustees
- Sponsor EIN: 526124449
- Sponsor Address: 7130 COLUMBIA GATEWAY DRIVE, COLUMBIA, MD, 21046
- Plan Type: DB
- Total Participants: 1,622
- Total Assets: $382.3M
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 | 1,622 | $382.3M | $21.4M | $0 |
| 2023 | 1,499 | $350.0M | $20.4M | $0 |
| 2022 | 1,499 | $328.8M | $20.0M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $31,920 | — | $31,920 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,920
- Estimated Expense Ratio: 0.008% 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 | $2,742,505 | $2,024,972 | $186,104 | $31,920 | — |
| 2023 | $2,413,777 | $1,807,288 | $164,944 | $25,375 | — |
| 2022 | $2,450,776 | $1,848,443 | $169,910 | — | $217,525 |