# Plumbers Local 24 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/plumbers-local-24-annuity-fund-222372054-001

> Plumbers Local 24 Annuity Fund's DC plan: 758 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers Local 24 Annuity Fund

- **Sponsor EIN:** 222372054

- **Sponsor Address:** PO BOX 1028, WEST TRENTON, NJ, 086280230

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 758

- **Total Assets:** $190.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|758|$190.1M|$6.8M|$0|

| 2023|947|$183.3M|$6.9M|$0|

| 2022|930|$172.1M|$6.6M|$209,935|

## 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|

| PLUMBERS LOCAL 24 ANNUITY FUND|Other Service Provider|$392,658|—|$392,658|

| I E SHAFFER & CO.|Other Service Provider|$93,788|—|$93,788|

| PLUMBERS LOCAL UNION NO. 24|Other Service Provider|$79,827|—|$79,827|

| GERSON & ASSOCIATES CPAS AND ADV, P|Other Service Provider|$34,115|—|$34,115|

| MORGAN STANLEY GRAYSTONE|Recordkeeper|$29,920|—|$29,920|

| ORNASKY, SCARAGGI, BORG & ABBAMONT|Other Service Provider|$17,240|—|$17,240|

| LINDABURY MCCORMICK & ESTABROOK|Other Service Provider|$13,126|—|$13,126|

| ZAZZALI, FAGELLA, NOWAK, ET AL|Other Service Provider|$7,583|—|$7,583|

### Verified Provider Profiles

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

- [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $668,257

- **Estimated Expense Ratio:** 0.352% 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|$329,036|$29,920|$93,788|$34,115|—|

| 2023|$284,031|$29,920|$88,750|$37,082|—|

| 2022|$283,398|$29,920|$84,251|—|$77,997|

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