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 |
|---|---|---|---|---|
| CDS ADMINISTRATORS | Other Service Provider | $111,100 | — | $111,100 |
| PGIM | Other Service Provider | — | $78,654 | $78,654 |
| COWDEN ASSOCIATES | Recordkeeper | $48,413 | — | $48,413 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $42,716 | — | $42,716 |
| SEGAL MARCO ADVISORS | Other Service Provider | $40,000 | — | $40,000 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $16,627 | — | $16,627 |
| CHEVY CHASE | Other Service Provider | $12,756 | — | $12,756 |
| CYPHER & CYPHER | Other Service Provider | $11,065 | — | $11,065 |
| JUBELIRER PASS & INTRIERI P.C. | Other Service Provider | $8,017 | — | $8,017 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COWDEN ASSOCIATES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $369,348
- Estimated Expense Ratio: 0.239% 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 |