Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters Local 94
- Sponsor EIN: 341324020
- Sponsor Address: 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406
- Plan Type: DC
- Plan Number: 001
- Total Participants: 701
- Total Assets: $85.3M
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 | 701 | $85.3M | $5.1M | $0 |
| 2023 | 686 | $77.4M | $4.8M | $0 |
| 2022 | 1,503 | $68.8M | $4.6M | $1,437 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RTRMT PLAN SERVICES | Custodian / Trustee | $71,814 | — | $71,814 |
| BENESYS, INC. | Recordkeeper | $29,345 | — | $29,345 |
| MARINER INSTITUTIONAL LLC | Other Service Provider | $22,500 | — | $22,500 |
| YURCHYK & DAVIS CPA'S, INC. | Auditor | $12,400 | — | $12,400 |
| MACALA & PIATT, LLC | ERISA Attorney | $7,859 | — | $7,859 |
| PLUMBERS & PIPEFITTERS 94 COMBINED | Other Service Provider | $7,408 | — | $7,408 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,326
- Estimated Expense Ratio: 0.177% 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 | $206,089 | $22,500 | $27,692 | $12,400 | — |
| 2023 | $198,639 | $22,667 | $26,882 | $11,900 | — |
| 2022 | $192,818 | $93,119 | $26,104 | — | $14,674 |