Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters Local 162
- Sponsor EIN: 316125999
- Sponsor Address: 1200 E. SECOND STREET, DAYTON, OH, 454030109
- Plan Type: DB
- Total Participants: 618
- Total Assets: $98.3M
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 | 618 | $98.3M | $14.1M | $0 |
| 2023 | 862 | $80.4M | $6.7M | $0 |
| 2022 | 390 | $71.3M | $6.2M | $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 |
|---|---|---|---|---|
| STRATEGIC CAPITAL INVESTMENT ADVISO | Other Service Provider | $130,732 | — | $130,732 |
| HEALTHSCOPE BENEFITS | Other Service Provider | $72,459 | — | $72,459 |
| UNITED ACTUARIAL | Other Service Provider | $47,500 | — | $47,500 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $35,902 | — | $35,902 |
| BLUE & CO., LLC | Auditor | $31,593 | — | $31,593 |
| LEDBETTER PARISI, LLC | Other Service Provider | $30,212 | — | $30,212 |
| WASHINGTON CAPITAL MANAGEMENT | Other Service Provider | $16,781 | — | $16,781 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $8,211 | — | $8,211 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $373,390
- Estimated Expense Ratio: 0.380% 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 | $487,885 | $240,090 | — | $31,593 | — |
| 2023 | $526,305 | $274,779 | $55,037 | $32,875 | — |
| 2022 | $513,965 | $243,974 | $60,039 | — | — |