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
- 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. |
|---|---|---|---|---|
| 2025 | 1,053 | $18.7M | $0 | $0 |
| 2024 | 1,134 | $14.8M | $0 | $0 |
| 2023 | 1,207 | $10.4M | $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 |
|---|---|---|---|---|
| KERBER, ECK, BRAECKEL LLP | Auditor | $17,030 | — | $17,030 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK, BRAECKEL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,030
- Estimated Expense Ratio: 0.091% 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 | $75,814 | — | $48,635 | $17,030 | — |
| 2024 | $67,539 | — | $42,180 | $18,217 | — |
| 2023 | $68,275 | — | $43,062 | — | $25,213 |