# Plumbers And Steamfitters Local 166 DC Plan
Source: https://planprovider.pro/companies/plumbers-and-steamfitters-local-166-351953097-001

> Plumbers And Steamfitters Local 166's DC plan: 1,034 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [WHITINGER & COMPANY LLC](https://planprovider.pro/provider/whitinger-and-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|

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