# Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-local-396-security-plan-board-of-trustees-346638626-001

> Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees's DC plan: 628 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees

- **Sponsor EIN:** 346638626

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 628

- **Total Assets:** $30.9M

## 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|628|$30.9M|$2.8M|$0|

| 2023|688|$30.1M|$2.9M|$0|

| 2022|2,190|$26.2M|$3.5M|$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|

| JOHN HANCOCK RETIREMENT PLAN SERVIC|Custodian / Trustee|$54,549|—|$54,549|

| MORGAN STANLEY|Investment Advisor|$45,000|—|$45,000|

| BENESYS, INC.|Recordkeeper|$38,648|—|$38,648|

| PLUMBERS LOCAL 396 COMBINED FUNDS|Other Service Provider|$13,062|—|$13,062|

| YURCHYK & DAVIS CPA'S INC|Auditor|$8,900|—|$8,900|

| FAULKNER, HOFFMAN & PHILLIPS|ERISA Attorney|$8,854|—|$8,854|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $169,013

- **Estimated Expense Ratio:** 0.547% 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|$286,275|$45,000|$38,459|$8,900|—|

| 2023|$245,563|$45,000|$37,274|$8,900|—|

| 2022|$241,590|$65,421|$36,540|—|$66,480|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-pipefitters-local-396-security-plan-board-of-trustees-346638626-001)

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