Plan Snapshot
- Plan Sponsor: Plumbers Local 8 Dc Plan
- Sponsor EIN: 431869060
- Sponsor Address: 5950 MANCHESTER TRFY SUITE 1, KANSAS CITY, MO, 64130
- Plan Type: DC
- Total Participants: 996
- Total Assets: $52.6M
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 | 996 | $52.6M | $1.4M | $1.7M |
| 2023 | 944 | $47.0M | $940,732 | $1.5M |
| 2022 | 889 | $39.7M | $639,238 | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL | RECORDKEEPER | $97,107 | — | $97,107 |
| NOVAK BIRKS, P.C. | ACCOUNTANT/AUDITOR | $27,718 | — | $27,718 |
| STRATEGIC CAPITAL | INVESTMENT ADVISOR | $21,750 | — | $21,750 |
| SEGAL INSURANCE | INSURANCE AGENT | $7,244 | — | $7,244 |
| SPENCER FANE BRITT & BROWNE LLP | ATTORNEY | $6,329 | — | $6,329 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE BRITT & BROWNE LLP — ATTORNEY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,148
- Estimated Expense Ratio: 0.304% 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 | $232,935 | $21,750 | — | $27,718 | — |
| 2023 | $219,693 | $126,528 | — | $19,399 | — |
| 2022 | $311,942 | $228,963 | — | — | $22,466 |