Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitters Local 150 Vacation Fund
- Sponsor EIN: 581696665
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 119
- Total Assets: $146,421
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 | 119 | $146,421 | $366,378 | $0 |
| 2023 | 136 | $185,342 | $499,200 | $0 |
| 2022 | 158 | $191,894 | $775,499 | $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 |
|---|---|---|---|---|
| DANIELS, IRWIN & AYLOR, CPAS | Auditor | $2,700 | — | $2,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,700
- Estimated Expense Ratio: 1.844% 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 | $6,390 | — | $2,400 | $2,700 | — |
| 2023 | $6,162 | — | $2,400 | $2,500 | — |
| 2022 | $7,019 | — | $2,400 | — | $3,000 |