Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters Local 625
- Sponsor EIN: 550278224
- Sponsor Address: 3611 JAMES AVE, CHARLESTON, WV, 25387
- Plan Type: DC
- Total Participants: 1,026
- Total Assets: $10.1M
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 | 1,026 | $10.1M | $1.1M | $0 |
| 2023 | 1,006 | $8.3M | $944,387 | $0 |
| 2022 | 977 | $6.7M | $1.0M | $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 |
|---|---|---|---|---|
| SUTTLE & STALNAKER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $116,666 | — | — | — | — |
| 2023 | $110,174 | — | — | — | — |
| 2022 | $79,267 | — | — | — | — |