# Plumbers & Pipefitters Local 625 Pension Fund DC Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-local-625-pension-fund-plan

> Plumbers & Pipefitters Local 625 Pension Fund's DC plan: 475 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/suttle-and-stalnaker-pllc) — Other Service Provider

- [JOHN DASCOLI](https://planprovider.pro/provider/john-hancock) — Other Service Provider

- [US BANK](https://planprovider.pro/provider/john-hancock) — 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|

## Similar Plans

- [Plumbers & Steamfitters Local 565](https://planprovider.pro/companies/plumbers-steamfitters-local-565-plan) — 605 participants

- [Smw Union Local No. 24 Columbus](https://planprovider.pro/companies/joint-board-of-trustees-of-sheet-metal-workers-union-local-no-24-plan) — 1,386 participants

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