# Plumbers Local 8 Dc Plan DC Plan
Source: https://planprovider.pro/companies/plumbers-local-8-dc-plan-plan

> Plumbers Local 8 Dc Plan&#39;s DC plan: 996 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 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](https://planprovider.pro/provider/spencer-fane-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|

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