# Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 401(k) Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-mechanical-equipment-service-local-union-392-310727369-501

> Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392's 401(k) plan: 1,914 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 310727369

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

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,914

- **Total Assets:** $8.7M

## 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|1,914|$8.7M|$1.7M|$0|

| 2023|1,898|$8.1M|$1.3M|$0|

| 2022|1,788|$8.3M|$1.3M|$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|$166,403|—|$166,403|

| STRATEGIC CAPITAL INV ADVISOR|Other Service Provider|$25,211|—|$25,211|

| KELLEY GALLOWAY SMITH GOOLSBY, PSC|Auditor|$25,000|—|$25,000|

| BRIDGEWAY|Other Service Provider|$24,342|—|$24,342|

| JOHNSON & KROL|Other Service Provider|$21,970|—|$21,970|

| CUNI, RUST, AND STRENK|Other Service Provider|$14,250|—|$14,250|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$13,194|—|$13,194|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$10,753|—|$10,753|

| LEGACY PROFESSIONALS LLP|Auditor|$6,298|—|$6,298|

### 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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $307,421

- **Estimated Expense Ratio:** 3.545% 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|$338,178|$38,286|—|—|—|

| 2023|$281,763|$51,173|—|—|—|

| 2022|$266,363|$39,695|—|—|$56,630|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-pipefitters-mechanical-equipment-service-local-union-392-310727369-501)

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