Plan Snapshot
- Plan Sponsor: Plumbers And Steamfitters Local 521 Annuity Fund
- Sponsor EIN: 261357595
- Sponsor Address: 9200 U S ROUTE 60, ONA, WV, 255459507
- Plan Type: DC
- Total Participants: 145
- Total Assets: $11.1M
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 | 145 | $11.1M | $0 | $0 |
| 2023 | 144 | $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 |
|---|---|---|---|---|
| HARRIS, HARDIN & COMPANY, A.C. | Auditor | $11,400 | — | $11,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARRIS, HARDIN & COMPANY, A.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,400
- Estimated Expense Ratio: 0.103% 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 | $129,698 | $98,316 | $8,100 | $11,400 | — |
| 2023 | $88,159 | $55,869 | $8,100 | — | $12,504 |