# Plumbers And Steamfitters Local 521 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/plumbers-and-steamfitters-local-521-annuity-fund-plan

> Plumbers And Steamfitters Local 521 Annuity Fund's DC plan: 145 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 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.](https://planprovider.pro/provider/harris-hardin-and-company-ac) — 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|

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