Plan Snapshot
- Plan Sponsor: Plumbers And Steamfitters Local 166
- Sponsor EIN: 352030543
- Sponsor Address: 2930 WEST LUDWIG ROAD, FORT WAYNE, IN, 46818
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 856
- Total Assets: $33.7M
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 | 856 | $33.7M | $21.2M | $692,411 |
| 2023 | 758 | $23.4M | $18.1M | $654,231 |
| 2022 | 732 | $16.0M | $0 | $0 |
| 2021 | 677 | $12.2M | $0 | $0 |
| 2020 | 677 | $9.1M | $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 |
|---|---|---|---|---|
| EVERSIDE HEALTH LLC | Other Service Provider | $1,630,025 | — | $1,630,025 |
| BENESYS, INC | Other Service Provider | $239,216 | — | $239,216 |
| PLUMBERS & STEAMFITTERS LOCAL 166 | Other Service Provider | $96,176 | — | $96,176 |
| ASHERKELLY | Other Service Provider | $62,902 | — | $62,902 |
| EPIC INSURANCE MIDWEST | Other Service Provider | $44,720 | — | $44,720 |
| CUNI, RUST & STRENK | Other Service Provider | $37,486 | — | $37,486 |
| STEFANSKY, HOLLOWAY & NICHOLS INC | Other Service Provider | $29,287 | — | $29,287 |
| SEGALL, BRYANT & HAMILL | Other Service Provider | $23,135 | — | $23,135 |
| WHITINGER & COMPANY LLC | Auditor | $22,500 | — | $22,500 |
| AMERICAN GRAPHICS | Other Service Provider | $22,481 | — | $22,481 |
| MCQUEEN INSURANCE GROUP | Other Service Provider | $16,511 | — | $16,511 |
| ATI PHYSICAL THERAPY | Other Service Provider | $12,450 | — | $12,450 |
| FIFTH THIRD BANK | Other Service Provider | $8,362 | — | $8,362 |
| MARINER INSTITUTIONAL LLC | Other Service Provider | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITINGER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,253,251
- Estimated Expense Ratio: 6.680% 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 | $763,779 | $31,135 | $224,253 | $22,500 | — |
| 2023 | $667,235 | $24,935 | $245,515 | $21,500 | — |
| 2022 | $13,237,330 | $11,776 | $263,579 | $20,000 | — |
| 2021 | $11,172,091 | $13,501 | $232,405 | $19,000 | — |
| 2020 | $11,477,408 | $10,736 | $231,856 | $18,000 | — |