# Plumbers And Steamfitters 486 Pension Fund Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/plumbers-and-steamfitters-486-pension-fund-board-of-trustees-plan

> Plumbers And Steamfitters 486 Pension Fund Board Of Trustees's DB plan: 1,622 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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|

| INTERCONTINENTAL REAL ESTATE CORPOR|NONE|$289,220|—|$289,220|

| WEDGE CAPITAL MANAGEMENT|NONE|$225,152|—|$225,152|

| INVESTMENT PERFORMANCE SERVICES|NONE|$210,000|—|$210,000|

| CHARTWELL INVESTMENT PARTNERS|NONE|$146,478|—|$146,478|

| HARDMAN JOHNSON GLOBAL ADVISORS|NONE|$130,804|—|$130,804|

| AMERICAN REALTY ADVISORS|NONE|$122,628|—|$122,628|

| BENEFITS ADMINISTRATION CORPORATION|NONE|$113,535|—|$113,535|

| ULLICO INVESTMENT ADVISORS INC|NONE|$106,514|—|$106,514|

| ABATO, RUBENSTEIN & ABATO|NONE|$93,759|—|$93,759|

| PNC BANK|NONE|$81,887|—|$81,887|

| BENESYS, INC.|NONE|$72,569|—|$72,569|

| NEWTOWER TRUST COMPANY|NONE|—|$64,752|$64,752|

| LINDABURY, MCCORMICK, ESTABROOK & C|NONE|$63,477|—|$63,477|

| CALIBRE CPA GROUP|NONE|$33,279|—|$33,279|

| NOVAK FRANCELLA, LLC|Auditor|$31,920|—|$31,920|

| WASHINGTON CAPITAL MANAGEMENT, INC|NONE|$27,953|—|$27,953|

| THE SEGAL COMPANY|NONE|$25,094|—|$25,094|

| MARK JACKMAN|UNION TRUSTEE|$25,042|—|$25,042|

| JPMORGAN CHASE BANK, NATIONAL ASSOC|NONE|$22,362|—|$22,362|

| SEGAL SELECT INSURANCE SERVICES|NONE|—|$6,270|$6,270|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

- [JPMORGAN CHASE BANK, NATIONAL ASSOC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,892,695

- **Estimated Expense Ratio:** 0.495% 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|

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