# 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-plan

> Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees's DC plan: 628 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|628|$30.9M|$0|$0|

| 2024|688|$30.1M|$0|$0|

| 2023|2,190|$26.2M|$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|

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,900

- **Estimated Expense Ratio:** 0.029% 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|$286,275|$45,000|$38,459|$8,900|—|

| 2024|$245,563|$45,000|$37,274|$8,900|—|

| 2023|$241,590|$65,421|$36,540|—|$66,480|

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