# Plumbers And Steamfitters Local 247 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/plumbers-and-steamfitters-local-247-annuity-plan-plan

> Plumbers And Steamfitters Local 247 Annuity Plan's DC plan: 271 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 247 Annuity Plan

- **Sponsor EIN:** 830591359

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** DC

- **Total Participants:** 271

- **Total Assets:** $3.9M

## 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|271|$3.9M|$857,100|$0|

| 2023|280|$3.0M|$806,965|$0|

| 2022|252|$2.1M|$741,897|$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|

| DANIELS, IRWIN & AYLOR|Auditor|$4,000|—|$4,000|

### Verified Provider Profiles

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

- [DANIELS, IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,000

- **Estimated Expense Ratio:** 0.104% 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|$18,306|—|$7,200|$4,000|—|

| 2023|$13,076|—|$6,000|$3,200|—|

| 2022|—|—|—|—|—|

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