# Plumbers & Steamfitters Local 146 Pension Plan DB Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-146-pension-plan-plan

> Plumbers & Steamfitters Local 146 Pension Plan's DB plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers & Steamfitters Local 146 Pension Plan

- **Sponsor EIN:** 756043268

- **Sponsor Address:** 8441 GULF FREEWAY, SUITE 304, HOUSTON, TX, 77017

- **Plan Type:** DB

- **Total Participants:** 289

- **Total Assets:** $48.3M

## 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|289|$48.3M|$0|$0|

| 2023|299|$42.4M|$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|

| CLIFTONLARSONALLEN LLP|Auditor|$32,550|—|$32,550|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,550

- **Estimated Expense Ratio:** 0.067% 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|$417,293|$86,589|$29,460|$32,550|—|

| 2023|$412,409|$86,125|$30,000|—|$113,470|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plumbers-steamfitters-local-146-pension-plan-plan)

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