Plan Snapshot
- Plan Sponsor: Plumbers Local 27 Pension Fund
- Sponsor EIN: 256034928
- Sponsor Address: 232 WISE ROAD SUITE 220, HARMONY, PA, 16037
- Plan Type: DB
- Total Participants: 532
- Total Assets: $154.4M
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 | 532 | $154.4M | $6.8M | $0 |
| 2023 | 663 | $139.5M | $5.7M | $0 |
| 2022 | 483 | $123.4M | $6.2M | $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 |
|---|---|---|---|---|
| CYPHER & CYPHER | Auditor | $11,065 | — | $11,065 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,065
- 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 | $363,475 | $112,441 | $111,100 | $11,065 | — |
| 2023 | $348,712 | $111,287 | $107,800 | $10,529 | — |
| 2022 | $344,547 | $76,488 | $104,600 | — | $104,356 |