# Plumbers & Steamfitters Local 434 Local 434 DC Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-434-local-434-plan

> Plumbers & Steamfitters Local 434 Local 434's DC plan: 1,748 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 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](https://planprovider.pro/provider/milliman) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — 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|

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