# Plumbers Local 27 Pension Fund DB Plan
Source: https://planprovider.pro/companies/plumbers-local-27-pension-fund-plan

> Plumbers Local 27 Pension Fund's DB plan: 532 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 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|NONE|$111,100|—|$111,100|

| PGIM|Other Service Provider|—|$78,654|$78,654|

| COWDEN ASSOCIATES|NONE|$48,413|—|$48,413|

| WESTERN ASSET MANAGEMENT COMPANY|NONE|$42,716|—|$42,716|

| SEGAL MARCO ADVISORS|NONE|$40,000|—|$40,000|

| PRUDENTIAL TRUST CO.|NONE|$16,627|—|$16,627|

| CHEVY CHASE|NONE|$12,756|—|$12,756|

| CYPHER & CYPHER|NONE|$11,065|—|$11,065|

| JUBELIRER PASS & INTRIERI P.C.|NONE|$8,017|—|$8,017|

### Verified Provider Profiles

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

- [COWDEN ASSOCIATES](https://planprovider.pro/provider/john-hancock) — NONE

## 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|

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