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
- 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. |
|---|---|---|---|---|
| 2025 | 710 | $95.1M | $0 | $0 |
| 2024 | 641 | $86.3M | $0 | $0 |
| 2023 | 604 | $76.0M | $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 |
|---|---|---|---|---|
| WHITINGER & COMPANY LLC | Auditor | $23,500 | — | $23,500 |
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: $23,500
- Estimated Expense Ratio: 0.025% 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 |
|---|---|---|---|---|---|
| 2025 | $456,809 | $131,437 | $67,530 | $23,500 | — |
| 2024 | $463,877 | $160,293 | $64,820 | $22,500 | — |
| 2023 | $446,958 | $184,294 | $64,579 | — | $119,312 |