# Plumbers & Pipefitters Local Union No. 441 DB Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-local-union-no-441-486178607-001

> Plumbers & Pipefitters Local Union No. 441's DB plan: 725 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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