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
- 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. |
|---|---|---|---|---|
| 2025 | 227 | $81.9M | $0 | $0 |
| 2024 | 228 | $78.3M | $0 | $0 |
| 2023 | 254 | $73.3M | $0 | $0 |
| 2022 | 281 | $74.3M | $0 | $0 |
| 2021 | 80 | $76.3M | $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 |
|---|---|---|---|---|
| GRAY, GRIFFITH, & MAYS A.C. | Auditor | $20,674 | — | $20,674 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,674
- Estimated Expense Ratio: 0.025% 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 | $354,396 | $241,854 | $36,901 | $20,674 | — |
| 2024 | $339,490 | $225,992 | $40,377 | $19,878 | — |
| 2023 | $355,713 | $254,521 | $36,168 | — | $37,863 |
| 2022 | $409,397 | $310,439 | $37,688 | $18,316 | — |
| 2021 | $359,752 | $266,024 | $34,686 | $15,168 | — |