# Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-137-353-annuity-fund-board-of-trustees-812451497-002

> Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees's DC plan: 1,053 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees

- **Sponsor EIN:** 812451497

- **Sponsor Address:** 2880 EAST COOK STREET, SPRINGFIELD, IL, 62703

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 1,053

- **Total Assets:** $18.7M

## 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|1,053|$18.7M|$3.6M|$0|

| 2023|1,134|$14.8M|$3.0M|$0|

| 2022|1,207|$10.4M|$2.8M|$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|

| UMR|Other Service Provider|$40,656|—|$40,656|

| KERBER, ECK & BRAECKEL, LLP|Auditor|$16,100|—|$16,100|

| CAVANAGH OHARA|Other Service Provider|$7,909|—|$7,909|

### Verified Provider Profiles

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

- [KERBER, ECK & BRAECKEL, LLP](https://planprovider.pro/provider/kerber-eck-and-braeckel-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,665

- **Estimated Expense Ratio:** 0.346% 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|$75,814|—|$48,635|$17,030|—|

| 2023|$67,539|—|$42,180|$18,217|—|

| 2022|$68,275|—|$43,062|—|$25,213|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-steamfitters-local-137-353-annuity-fund-board-of-trustees-812451497-002)

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