Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters Local No 333 Scholarship Plan
- Sponsor EIN: 386191955
- Sponsor Address: 5405 S. MARTIN LUTHER KING BLVD., LANSING, MI, 48911
- Plan Type: Health & Welfare
- Plan Number: 603
- Total Participants: 794
- Total Assets: $106,713
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 | 794 | $106,713 | $96,225 | $0 |
| 2023 | 769 | $84,751 | $82,954 | $0 |
| 2022 | 706 | $51,646 | $55,509 | $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 |
|---|---|---|---|---|
| BULTYNCK & CO., PLLC | Other Service Provider | $7,150 | — | $7,150 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,150
- Estimated Expense Ratio: 6.700% 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 | $9,163 | — | $2,681 | $5,367 | — |
| 2023 | $6,385 | — | $1,499 | $3,550 | — |
| 2022 | $8,296 | — | $2,222 | — | $6,074 |