Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters Local 152 Pension Trust Fund
- Sponsor EIN: 556029095
- Sponsor Address: 9200 US ROUTE 60, ONA, WV, 255459507
- Plan Type: DB
- Plan Number: 001
- Total Participants: 227
- Total Assets: $81.9M
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 | 227 | $81.9M | $3.4M | $0 |
| 2023 | 228 | $78.3M | $3.1M | $0 |
| 2022 | 254 | $73.3M | $3.4M | $0 |
| 2021 | 281 | $74.3M | $3.3M | $0 |
| 2020 | 80 | $76.3M | $3.3M | $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 |
|---|---|---|---|---|
| MANNING AND NAPIER | Other Service Provider | $82,419 | — | $82,419 |
| CS MCKEE | Other Service Provider | $44,981 | — | $44,981 |
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $40,082 | — | $40,082 |
| NEW TOWER | Other Service Provider | $37,460 | — | $37,460 |
| CHEVY CHASE - ASB CAPITAL | Other Service Provider | $35,782 | — | $35,782 |
| STANDARD VALUATIONS | Other Service Provider | $24,700 | — | $24,700 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $23,568 | — | $23,568 |
| GRAY, GRIFFITH & MAYS AC | Other Service Provider | $19,750 | — | $19,750 |
| OSBORN, CARREIRO & ASSOCIATES, INC. | Other Service Provider | $17,000 | — | $17,000 |
| JOHN F. DASCOLI, PLLC | Recordkeeper | $6,699 | — | $6,699 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN F. DASCOLI, PLLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $332,441
- Estimated Expense Ratio: 0.406% 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 | $354,396 | $241,854 | $36,901 | $20,674 | — |
| 2023 | $339,490 | $225,992 | $40,377 | $19,878 | — |
| 2022 | $355,713 | $254,521 | $36,168 | — | $37,863 |
| 2021 | $409,397 | $310,439 | $37,688 | $18,316 | — |
| 2020 | $359,752 | $266,024 | $34,686 | $15,168 | — |