# Plumbers Local 9 Pension Fund DB Plan
Source: https://planprovider.pro/companies/plumbers-local-9-pension-fund-510219541-001

> Plumbers Local 9 Pension Fund's DB plan: 738 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 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [PRUDENTIAL INSURANCE COMPANY](https://planprovider.pro/provider/empower) — Recordkeeper

- [EAGLE CAPITAL MANAGEMENT](https://planprovider.pro/provider/eagle-capital-management-llc) — 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|

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