# Plumbers Pension Fund Local 24 Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/plumbers-pension-fund-local-24-board-of-trustees-226042823-001

> Plumbers Pension Fund Local 24 Board Of Trustees's DB plan: 569 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers Pension Fund Local 24 Board Of Trustees

- **Sponsor EIN:** 226042823

- **Sponsor Address:** PO BOX 1028, WEST TRENTON, NJ, 086280230

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 569

- **Total Assets:** $207.8M

## 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|569|$207.8M|$8.0M|$0|

| 2023|575|$198.8M|$8.9M|$0|

| 2022|581|$188.4M|$8.4M|$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|

| I E SHAFFER & CO|Other Service Provider|$168,886|—|$168,886|

| J P MORGAN INVESTMENT ADVISORS|Recordkeeper|$119,295|—|$119,295|

| EAGLE CAPITAL MANAGEMENT|Investment Advisor|$117,597|—|$117,597|

| SAGE ADVISORY|Other Service Provider|$97,505|—|$97,505|

| WCM INVESTMENT MANAGEMENT LLC|Other Service Provider|$96,873|—|$96,873|

| PLUMBERS LOCAL UNION NO. 24|Other Service Provider|$74,657|—|$74,657|

| CRAWFORD INVESTMENT COUNSEL, INC|Other Service Provider|$70,358|—|$70,358|

| WEAVER C. BARKSDALE & ASSOCIATES|Other Service Provider|$68,325|—|$68,325|

| THE UNION LABOR LIFE INSURANCE CO|Recordkeeper|$59,614|—|$59,614|

| DA GERSON, CPA & ADVISORS|Other Service Provider|$59,115|—|$59,115|

| BASIL CASTROVINCI ASSOCIATES|Other Service Provider|$51,146|—|$51,146|

| AMALGAMATED BANK|Other Service Provider|$49,797|—|$49,797|

| MORGAN STANLEY GRAYSTONE|Recordkeeper|$34,000|—|$34,000|

| MANNING AND NAPIER ADVISORS|Recordkeeper|$33,110|—|$33,110|

| LINDABURY MCCORMICK & ESTABROOK|Other Service Provider|$24,615|—|$24,615|

| ORANSKY, SCARAGGI, BORG & ABBAMMONT|Other Service Provider|$19,806|—|$19,806|

| ZAZZALI, FAGELLA, NOWAK, ET AL|Other Service Provider|$11,000|—|$11,000|

| THE NORTHERN TRUST COMPANY|Other Service Provider|$9,693|—|$9,693|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [J P MORGAN INVESTMENT ADVISORS](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

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

- [THE UNION LABOR LIFE INSURANCE CO](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

- [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MANNING AND NAPIER ADVISORS](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,165,392

- **Estimated Expense Ratio:** 0.561% 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|$1,354,766|$776,381|$168,886|$59,115|—|

| 2023|$1,321,082|$767,278|$158,704|$62,082|—|

| 2022|$1,125,746|$421,903|$166,651|—|$191,578|

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