Plan Snapshot
- Plan Sponsor: Plumbers And Steamfitters Local 166
- Sponsor EIN: 351953097
- Sponsor Address: 2930 WEST LUDWIG ROAD, FORT WAYNE, IN, 468181328
- Plan Type: DC
- Plan Number: 001
- Total Participants: 1,034
- Total Assets: $61.6M
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 | 1,034 | $61.6M | $2.1M | $884,104 |
| 2023 | 988 | $55.9M | $2.0M | $684,701 |
| 2022 | 928 | $48.5M | $1.7M | $769,982 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $79,101 | — | $79,101 |
| BENESYS, INC | Other Service Provider | $32,342 | — | $32,342 |
| ASHERKELLY | Other Service Provider | $26,281 | — | $26,281 |
| MARINER | Other Service Provider | $25,000 | — | $25,000 |
| WHITINGER & COMPANY LLC | Auditor | $23,500 | — | $23,500 |
| PLUMBERS & STEAMFITTERS LOCAL 166 | Other Service Provider | $14,032 | — | $14,032 |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. | Other Service Provider | $5,405 | — | $5,405 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- WHITINGER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $205,661
- Estimated Expense Ratio: 0.334% 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 | $214,428 | $79,101 | $30,325 | $23,500 | — |
| 2023 | $195,869 | $100,477 | $30,325 | $22,500 | — |
| 2022 | $202,855 | $106,797 | $30,350 | — | $43,778 |