# Plumbers And Steamfitters Local 166 DB Plan
Source: https://planprovider.pro/companies/plumbers-and-steamfitters-local-166-516132690-001

> Plumbers And Steamfitters Local 166's DB plan: 710 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:** 516132690

- **Sponsor Address:** 2930 WEST LUDWIG ROAD, FORT WAYNE, IN, 468181328

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 710

- **Total Assets:** $95.1M

## 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|710|$95.1M|$6.3M|$0|

| 2023|641|$86.3M|$5.5M|$0|

| 2022|604|$76.0M|$4.7M|$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|

| BENESYS, INC|Other Service Provider|$72,627|—|$72,627|

| ASHERKELLY|Other Service Provider|$42,803|—|$42,803|

| CUNI RUST & STRENK|Other Service Provider|$40,050|—|$40,050|

| MARINER|Other Service Provider|$40,000|—|$40,000|

| AMERICAN REALTY ADVISORS|Other Service Provider|$37,214|—|$37,214|

| FIFTH THIRD BANK|Other Service Provider|$35,486|—|$35,486|

| WHITINGER & COMPANY LLC|Auditor|$23,500|—|$23,500|

| CHEVY CHASE TRUST COMPANY|Other Service Provider|$22,554|—|$22,554|

| STEFANSKY, HOLLOWAY & NICHOLS, INC.|Other Service Provider|$20,703|—|$20,703|

| MCQUEEN INSURANCE GROUP|Other Service Provider|$16,640|—|$16,640|

| PLUMBERS & STEAMFITTERS LOCAL 166|Other Service Provider|$12,049|—|$12,049|

| AMERICAN GRAPHICS|Other Service Provider|$6,944|—|$6,944|

### Verified Provider Profiles

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

- [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:** $370,570

- **Estimated Expense Ratio:** 0.390% 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|$456,809|$131,437|$67,530|$23,500|—|

| 2023|$463,877|$160,293|$64,820|$22,500|—|

| 2022|$446,958|$184,294|$64,579|—|$119,312|

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