Plan Snapshot
- Plan Sponsor: Plumbers And Steamfitters Local Union No. 33 Retirement Trust
- Sponsor EIN: 426086687
- Sponsor Address: 2501 BELL AVENUE, DES MOINES, IA, 503211118
- Plan Type: DB
- Total Participants: 1,304
- Total Assets: $331.0M
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 | 1,304 | $331.0M | $23.7M | $0 |
| 2023 | 1,233 | $293.5M | $22.0M | $0 |
| 2022 | 1,164 | $259.8M | $20.1M | $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 |
|---|---|---|---|---|
| JP MORGAN CHASE BANK | Recordkeeper | $293,709 | — | $293,709 |
| FOX ROTHSCHILD | Other Service Provider | $242,951 | — | $242,951 |
| BARINGS INTERNATIONAL INV LTD | Other Service Provider | $127,495 | — | $127,495 |
| EMERGING MARKETS EQUITY FUND | Other Service Provider | $120,647 | — | $120,647 |
| JAMA BARBOUR | Other Service Provider | $115,294 | — | $115,294 |
| THE SEGAL COMPANY | Other Service Provider | $89,261 | $8,677 | $97,938 |
| ASSET CONSULTING GROUP | Other Service Provider | $96,000 | — | $96,000 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $85,061 | — | $85,061 |
| JORDYN COX | Other Service Provider | $62,072 | — | $62,072 |
| GLOBAL TRUST COMPANY | Other Service Provider | $62,066 | — | $62,066 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $58,841 | — | $58,841 |
| PIONEER MULTI SECTOR FIXED INCOME | Other Service Provider | $54,259 | — | $54,259 |
| IOWA STATE BANK | Other Service Provider | $43,700 | — | $43,700 |
| DEBOER & ASSOCIATES, PC | Auditor | $37,138 | — | $37,138 |
| JAMIE KOOYMAN | Other Service Provider | $31,980 | — | $31,980 |
| NORTHERN TRUST INVESTMENTS | Other Service Provider | $5,162 | — | $5,162 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK — Recordkeeper
- DEBOER & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,534,313
- Estimated Expense Ratio: 0.464% 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 | $1,817,689 | $818,180 | $259,108 | $23,313 | — |
| 2023 | $1,616,393 | $811,645 | $263,908 | $22,850 | — |
| 2022 | $1,411,403 | $768,256 | — | — | $137,394 |