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
- 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. |
|---|---|---|---|---|
| 2025 | 1,567 | $380.6M | $0 | $0 |
| 2024 | 1,545 | $352.8M | $0 | $0 |
| 2023 | 1,526 | $314.7M | $0 | $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 |
|---|---|---|---|---|
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | Auditor | $52,000 | — | $52,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $52,000
- Estimated Expense Ratio: 0.014% 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 |
|---|---|---|---|---|---|
| 2025 | $1,413,310 | $804,721 | — | $52,000 | — |
| 2024 | $1,337,155 | $787,077 | — | $50,000 | — |
| 2023 | $1,506,914 | $923,731 | — | — | $194,930 |