# Plumbers &amp; Pipefitters Local 760 Savings And Investment Plan DC Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-local-760-savings-and-investment-plan-plan

> Plumbers &amp; Pipefitters Local 760 Savings And Investment Plan&#39;s DC plan: 1,444 participants, plan year 2025 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Pipefitters Local 760 Savings And Investment Plan

- **Sponsor EIN:** 630934558

- **Sponsor Address:** PO BOX 2567, MUSCLE SHOALS, AL, 356622567

- **Plan Type:** DC

- **Total Participants:** 1,444

- **Total Assets:** $68.2M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|1,444|$68.2M|$0|$0|

| 2024|1,343|$57.9M|$0|$0|

| 2023|1,319|$49.9M|$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|

| BELLOWS ASSOCIATES, P.A.|Auditor|$20,000|—|$20,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,000

- **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|$40,007|$1,594|—|$20,000|—|

| 2024|$50,486|$61|—|$20,000|—|

| 2023|$73,462|—|—|—|$52,155|

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