# Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 DB Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-mechanical-equipment-service-local-union-392-310655223-001

> Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392's DB plan: 1,567 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392

- **Sponsor EIN:** 310655223

- **Sponsor Address:** 1228 CENTRAL PARKWAY, ROOM 100, CINCINNATI, OH, 45202

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 1,567

- **Total Assets:** $380.6M

## 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|1,567|$380.6M|$32.8M|$0|

| 2023|1,545|$352.8M|$30.6M|$0|

| 2022|1,526|$314.7M|$31.0M|$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|

| PLUMBERS, PIPE FITTERS AND MECHANIC|Other Service Provider|$145,808|—|$145,808|

| NATIONAL INVESTMENT SERVICES, INC.|Other Service Provider|$132,206|—|$132,206|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Other Service Provider|$119,961|—|$119,961|

| CLARION LION INDUSTRIAL TRUST|Other Service Provider|$104,343|—|$104,343|

| CUNI, RUST & STRENK, INC.|Other Service Provider|$104,025|—|$104,025|

| WASHINGTON CAPITAL MANAGEMENT, INC.|Other Service Provider|$78,399|—|$78,399|

| THE NORTHERN TRUST COMPANY|Other Service Provider|$75,852|—|$75,852|

| STOCKBRIDGE NICHE LOGISTICS FUND LP|Other Service Provider|$73,511|—|$73,511|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|$64,177|—|$64,177|

| CLARION LION PROPERTIES FUND, LP|Other Service Provider|$62,468|—|$62,468|

| PRINCIPAL ENHANCED PROPERTY FUND|Other Service Provider|$52,756|—|$52,756|

| KELLEY GALLOWAY SMITH GOOLSBY, PSC|Auditor|$52,000|—|$52,000|

| STOCKBRIDGE SMART MARKETS FUND, LP|Other Service Provider|$44,045|—|$44,045|

| JOHNSON & KROL, LLC|Other Service Provider|$31,391|—|$31,391|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$25,239|—|$25,239|

| ARES REAL ESTATE SECURED INCOME FUN|Other Service Provider|$23,838|—|$23,838|

| GREAT GRAY TRUST COMPANY, LLC|Other Service Provider|$20,489|—|$20,489|

| PNC BANK, NATIONAL ASSOCIATION|Other Service Provider|$16,852|—|$16,852|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KELLEY GALLOWAY SMITH GOOLSBY, PSC](https://planprovider.pro/provider/kelley-galloway-smith-goolsby-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,227,360

- **Estimated Expense Ratio:** 0.322% 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|$1,413,310|$804,721|—|$52,000|—|

| 2023|$1,337,155|$787,077|—|$50,000|—|

| 2022|$1,506,914|$923,731|—|—|$194,930|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-pipefitters-mechanical-equipment-service-local-union-392-310655223-001)

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