Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters Local 625 Pension Fund
- Sponsor EIN: 550759747
- Sponsor Address: 3601 JAMES STREET, CHARLESTON, WV, 253122225
- Plan Type: DC
- Total Participants: 475
- Total Assets: $47.7M
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 | 475 | $47.7M | $3.0M | $0 |
| 2023 | 477 | $43.2M | $2.6M | $0 |
| 2022 | 595 | $39.3M | $3.2M | $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 |
|---|---|---|---|---|
| CLARK CAPITAL MANAGEMENT GROUP, INC | Other Service Provider | — | $106,664 | $106,664 |
| CRESTVIEW CAPITAL INVESTMENTS | Other Service Provider | — | $40,933 | $40,933 |
| TRAVELERS CASUALTY & SURETY CO | Other Service Provider | $28,328 | — | $28,328 |
| ACG ADVISORS | Other Service Provider | — | $27,589 | $27,589 |
| SUTTLE & STALNAKER, PLLC | Other Service Provider | $24,000 | — | $24,000 |
| UNITED BANK | Other Service Provider | — | $23,200 | $23,200 |
| MEPT INVESTMENTS | Other Service Provider | — | $14,492 | $14,492 |
| NEWPORT INVESTMENT ADVISORS | Other Service Provider | — | $11,337 | $11,337 |
| TA REALTY | Other Service Provider | — | $10,756 | $10,756 |
| JOHN DASCOLI | Other Service Provider | $9,939 | — | $9,939 |
| US BANK | Other Service Provider | — | $8,650 | $8,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUTTLE & STALNAKER, PLLC — Other Service Provider
- JOHN DASCOLI — Other Service Provider
- US BANK — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $305,888
- Estimated Expense Ratio: 0.641% 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 | $337,589 | $179,180 | $16,754 | — | — |
| 2023 | $348,220 | $191,104 | $27,917 | — | — |
| 2022 | $317,535 | $172,077 | $38,264 | — | $89,903 |