# Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 401(k) Plan
Source: https://planprovider.pro/companies/plumbers-pipefitters-mechanical-equipment-service-local-union-392-842587991-001

> Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392's 401(k) plan: 1,791 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:** 842587991

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

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

- **Plan Number:** 001

- **Total Participants:** 1,791

- **Total Assets:** $26.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,791|$26.1M|$3.6M|$1.7M|

| 2023|1,641|$19.2M|$3.1M|$1.4M|

| 2022|1,713|$12.6M|$2.7M|$1.3M|

| 2020|1,511|$5.6M|$2.5M|$755,497|

## 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|

| BENESYS|Recordkeeper|$50,962|—|$50,962|

| CAPTRUST|Other Service Provider|$41,667|—|$41,667|

| AMERICAN GRAPHICS|Other Service Provider|$25,670|—|$25,670|

| KELLEY GALLOWAY SMITH GOOLSBY, PSC|Auditor|$18,000|—|$18,000|

| JOHNSON & KROL|Other Service Provider|$8,492|—|$8,492|

| PNC BANK, NATIONAL ASSOCIATION|Other Service Provider|$6,119|—|$6,119|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$5,995|—|$5,995|

### 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:** $156,905

- **Estimated Expense Ratio:** 0.602% 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|$215,231|—|—|—|—|

| 2023|$236,660|—|—|—|—|

| 2022|$240,004|—|—|—|—|

| 2020|$154,048|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-pipefitters-mechanical-equipment-service-local-union-392-842587991-001)

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