Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitters Local 21
- Sponsor EIN: 136320256
- Sponsor Address: 1024 MCKINLEY STREET, PEEKSKILL, NY, 105665604
- Plan Type: DC
- Plan Number: 002
- Total Participants: 2,073
- Total Assets: $196.9M
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 | 2,073 | $196.9M | $0 | $0 |
| 2024 | 1,673 | $183.0M | $11.2M | $0 |
| 2023 | 1,557 | $166.4M | $10.4M | $0 |
| 2022 | 1,135 | $148.1M | $8.5M | $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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | Recordkeeper | $54,043 | — | $54,043 |
| REYNOLDS CONSULTING SERVICES LLC | Other Service Provider | $37,100 | — | $37,100 |
| MSPC | Other Service Provider | $28,148 | — | $28,148 |
| THE SEGAL COMPANY | Other Service Provider | $15,000 | — | $15,000 |
| BARNES, IACCARINO & SHEPHERD LLP | Other Service Provider | $11,400 | — | $11,400 |
| 1024 MCKINLEY ST LLC | Other Service Provider | $6,099 | — | $6,099 |
| DMI BOOKKEEPING & ACCOUNTING | Other Service Provider | $6,000 | — | $6,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,790
- Estimated Expense Ratio: 0.080% 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 | $13,202,340 | $37,100 | — | $12,000 | — |
| 2024 | $312,828 | $74,073 | — | $29,228 | — |
| 2023 | $246,276 | $53,484 | $3,000 | $14,203 | — |
| 2022 | $295,143 | $89,482 | $3,000 | — | $52,167 |