# Plumbers & Pipefitters Local 152 Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-local-152-pension-trust-fund-556029095-001

> Plumbers & Pipefitters Local 152 Pension Trust Fund's DB plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|—|

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