Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters Local No 189 And Mcaco
- Sponsor EIN: 310894807
- Sponsor Address: 1230 KINNEAR ROAD, COLUMBUS, OH, 432121154
- Plan Type: DC
- Plan Number: 003
- Total Participants: 1,500
- Total Assets: $221.0M
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 | 1,500 | $221.0M | $18.1M | $0 |
| 2023 | 1,385 | $207.6M | $14.1M | $0 |
| 2022 | 977 | $182.6M | $14.1M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $484,928 | — | $484,928 |
| SEGAL MARCO | Other Service Provider | $208,652 | — | $208,652 |
| P&P NO. 189 H&W FUND ADMINISTRATORS | Recordkeeper | $152,548 | — | $152,548 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $16,225 | — | $16,225 |
| VORYS, SATER, SEYMOUR & PEASE | ERISA Attorney | $15,000 | — | $15,000 |
| LANZ PRINTING | Other Service Provider | $11,672 | — | $11,672 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
- VORYS, SATER, SEYMOUR & PEASE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $889,025
- Estimated Expense Ratio: 0.402% 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 | $895,741 | $693,580 | $124,246 | $16,225 | — |
| 2023 | $443,955 | $244,735 | $110,662 | $15,225 | — |
| 2022 | $468,809 | $287,521 | $108,727 | — | $29,500 |