Plan Snapshot
- Plan Sponsor: Plumbers Local 9 Pension Fund
- Sponsor EIN: 510219541
- Sponsor Address: 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 08628
- Plan Type: DB
- Plan Number: 001
- Total Participants: 738
- Total Assets: $307.7M
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 | 738 | $307.7M | $19.3M | $0 |
| 2023 | 712 | $282.4M | $19.0M | $0 |
| 2022 | 727 | $259.8M | $13.9M | $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 |
|---|---|---|---|---|
| CRESCENT CREDIT SOLUTIONS VIIIA-2LP | Other Service Provider | $844,014 | — | $844,014 |
| IE SHAFFER & CO | Other Service Provider | $388,239 | — | $388,239 |
| ULLICO INVESTMENT ADVISORS | Other Service Provider | $241,804 | — | $241,804 |
| CONSTITUTION CAPITAL PARTNERS, LLC | Other Service Provider | $225,532 | — | $225,532 |
| J.P. MORGAN ASSET MANAGEMENT | Recordkeeper | $150,306 | — | $150,306 |
| PRUDENTIAL INSURANCE COMPANY | Recordkeeper | $114,444 | — | $114,444 |
| FENIMORE ASSET MANAGEMENT | Other Service Provider | $72,145 | — | $72,145 |
| GERSON & ASSOC. CPAS AND ADVISORS | Other Service Provider | $68,718 | — | $68,718 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $66,182 | — | $66,182 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $48,627 | — | $48,627 |
| EAGLE CAPITAL MANAGEMENT | Investment Advisor | $48,511 | — | $48,511 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $37,116 | — | $37,116 |
| NATIONAL INVESTMENT SERVICES INC | Other Service Provider | $36,798 | — | $36,798 |
| LINDABURY, MCCORMICK, ESTABROOK & C | Other Service Provider | $34,638 | — | $34,638 |
| PHILADELPHIA TRUST COMPANY | Other Service Provider | $33,407 | — | $33,407 |
| REYNOLDS CONSULTING SERVICES LLC | Other Service Provider | $28,375 | — | $28,375 |
| THE MCKEOGH COMPANY | Other Service Provider | $27,500 | — | $27,500 |
| AMALGAMATED BANK | Other Service Provider | $25,102 | — | $25,102 |
| OBRIEN, BELLAND & BUSHINSKY, LLC | Other Service Provider | $14,535 | — | $14,535 |
| PELLETTIERI, RABSTEIN & ALTMAN | Other Service Provider | $11,640 | — | $11,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN ASSET MANAGEMENT — Recordkeeper
- PRUDENTIAL INSURANCE COMPANY — Recordkeeper
- EAGLE CAPITAL MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,517,633
- Estimated Expense Ratio: 0.818% 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 | $2,640,909 | $1,973,094 | $388,239 | $68,718 | — |
| 2023 | $2,559,716 | $1,873,074 | $379,680 | $71,142 | — |
| 2022 | $2,340,839 | $1,769,019 | $287,161 | — | $179,465 |