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 |
|---|---|---|---|---|
| DEBOER & ASSOCIATES, PC | Auditor | $23,313 | — | $23,313 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEBOER & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,313
- Estimated Expense Ratio: 0.007% 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 |