Plan Snapshot
- Plan Sponsor: Plumbers & Pipefitters Local Union No. 441
- Sponsor EIN: 486178607
- Sponsor Address: 625 ENTERPRISE DRIVE, OAK BROOK, IL, 60523
- Plan Type: DB
- Plan Number: 001
- Total Participants: 725
- Total Assets: $84.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 725 | $84.2M | $7.3M | $0 |
| 2023 | 691 | $77.4M | $6.0M | $0 |
| 2022 | 645 | $66.2M | $5.4M | $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 |
|---|---|---|---|---|
| BMGI | Other Service Provider | $163,500 | — | $163,500 |
| CBIZ | Investment Advisor | $121,967 | — | $121,967 |
| SPENCER FANE, LLP | ERISA Attorney | $120,747 | — | $120,747 |
| MCCLOUD CONSULTING GROUP | Actuary | $63,301 | — | $63,301 |
| CENTRAL TRUST & INVESTMENT COMPANY | Custodian / Trustee | $52,635 | — | $52,635 |
| EMPRISE BANK | Custodian / Trustee | $50,237 | — | $50,237 |
| MORROW & CO., LLC | Auditor | $30,751 | — | $30,751 |
| REDSTONE ADVISORS | Investment Advisor | $22,586 | — | $22,586 |
| WASMER SCHROEDER & CO. | Investment Advisor | $19,617 | — | $19,617 |
| UNION INSURANCE GROUP | Insurance Carrier | $12,084 | — | $12,084 |
| SOMMERS & FAHRENBACH | Other Service Provider | $8,764 | — | $8,764 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $666,189
- Estimated Expense Ratio: 0.791% 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 | $727,001 | $164,170 | $163,500 | $30,751 | — |
| 2023 | $645,649 | $151,003 | $157,500 | $36,288 | — |
| 2022 | $606,916 | $237,834 | $151,000 | — | $155,833 |