Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitters Local 434 Local 434
- Sponsor EIN: 391905166
- Sponsor Address: 912 NORTH VIEW DRIVE, MOSINEE, WI, 54455
- Plan Type: DC
- Total Participants: 1,748
- Total Assets: $115.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,748 | $115.4M | $7.9M | $1.9M |
| 2023 | 1,712 | $103.1M | $6.4M | $1.8M |
| 2022 | 1,663 | $88.9M | $5.4M | $1.8M |
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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $108,394 | — | $108,394 |
| REINHART, BOERNER, VAN DUREN | NONE | $41,601 | — | $41,601 |
| HIGHCROFT INVESTMENT ADVISORS, LLC | NONE | $34,740 | — | $34,740 |
| MATRIX TRUST COMPANY | NONE | $25,464 | — | $25,464 |
| BAUMAN ASSOCIATES | NONE | $15,060 | — | $15,060 |
| WILSON-MCSHANE | NONE | $13,560 | — | $13,560 |
| COMBINED CRAFTS | NONE | $5,384 | — | $5,384 |
| FR SECURE LLC | NONE | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- MATRIX TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,203
- Estimated Expense Ratio: 0.216% 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 | $277,549 | $34,740 | $13,560 | $15,060 | — |
| 2023 | $257,760 | $29,622 | $13,080 | — | — |
| 2022 | $273,346 | $21,720 | $12,720 | — | $78,858 |