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
- 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. |
|---|---|---|---|---|
| 2025 | 738 | $307.7M | $0 | $0 |
| 2024 | 712 | $282.4M | $0 | $0 |
| 2023 | 727 | $259.8M | $0 | $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 |
|---|---|---|---|---|
| GERSON & ASSOC CPAS AND ADVISORS PC | Auditor | $68,718 | — | $68,718 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,718
- Estimated Expense Ratio: 0.022% 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 |
|---|---|---|---|---|---|
| 2025 | $2,640,909 | $1,973,094 | $388,239 | $68,718 | — |
| 2024 | $2,559,716 | $1,873,074 | $379,680 | $71,142 | — |
| 2023 | $2,340,839 | $1,769,019 | $287,161 | — | $179,465 |