Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Plumbers & Steamfitters Local 141 Annuity Plan
- Sponsor EIN: 720376748
- Sponsor Address: 7113 WEST BERT KOUNS INDUSTRIAL LOO, SHREVEPORT, LA, 71129
- Plan Type: DC
- Total Participants: 808
- Total Assets: $15.1M
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 | 808 | $15.1M | $1.2M | $270,810 |
| 2023 | 765 | $12.7M | $1.1M | $261,570 |
| 2022 | 699 | $10.1M | $1.0M | $227,423 |
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 |
|---|---|---|---|---|
| EDWARDS AND LEATHERS, P.C. | Auditor | $14,500 | — | $14,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.096% 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 | $244,215 | $193,675 | $8,400 | $14,500 | — |
| 2023 | $255,716 | $177,827 | $8,400 | $23,500 | — |
| 2022 | $148,987 | $100,204 | — | — | $39,397 |