# Plumbers Local 98 Defined Benefit Pension Fund DB Plan
Source: https://planprovider.pro/companies/plumbers-local-98-defined-benefit-pension-fund-plan

> Plumbers Local 98 Defined Benefit Pension Fund's DB plan: 772 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 98 Defined Benefit Pension Fund

- **Sponsor EIN:** 383031916

- **Sponsor Address:** 700 TOWER DRIVE, TROY, MI, 48098

- **Plan Type:** DB

- **Total Participants:** 772

- **Total Assets:** $295.6M

## 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|772|$295.6M|$26.8M|$0|

| 2023|814|$257.6M|$26.1M|$0|

| 2022|780|$225.4M|$24.0M|$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|

| BENESYS, INC.|NONE|$267,482|—|$267,482|

| NATIONAL INVESTMENT SERVICES|NONE|$142,563|—|$142,563|

| STRATEGIC CAPITAL INVESTMENT ADVR.|NONE|$94,170|—|$94,170|

| THE SEGAL COMPANY INC.|NONE|$61,701|—|$61,701|

| ASHER KELLY LAW|NONE|$53,769|—|$53,769|

| COMERICA BANK|NONE|$30,072|—|$30,072|

| AMERICAN GRAPHICS PRINTING CO|NONE|$28,899|—|$28,899|

| BULTYNCK & CO., PLLC|NONE|$21,500|—|$21,500|

| UNITED ACTUARIAL SERVICES, INC.|NONE|$11,792|—|$11,792|

| DIGITAL DATA, INC.|NONE|$8,232|—|$8,232|

| STEFANSKY, HOLLOWAY, & NICHOLS|NONE|$6,550|—|$6,550|

| NICKLE & SAPH, INC|NONE|$6,300|—|$6,300|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $733,030

- **Estimated Expense Ratio:** 0.248% 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|$1,140,131|$488,651|$245,175|$23,460|—|

| 2023|$1,128,524|$522,185|$241,414|$22,125|—|

| 2022|$1,128,270|$537,429|$235,457|—|$112,215|

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