# Plumbers & Steamfitters Local 565 DC Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-565-plan

> Plumbers & Steamfitters Local 565's DC plan: 605 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 565

- **Sponsor EIN:** 550615390

- **Sponsor Address:** PO BOX 1682, PARKERSBURG, WV, 26102

- **Plan Type:** DC

- **Total Participants:** 605

- **Total Assets:** $35.4M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|605|$35.4M|$2.2M|$0|

| 2023|594|$32.0M|$1.8M|$0|

| 2022|576|$28.2M|$1.7M|$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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$62,069|—|$62,069|

| SUTTLE & STALNAKER PLLC|NONE|$19,425|—|$19,425|

| STANDARD VALUATIONS INC|NONE|$17,875|—|$17,875|

| UNION TRADES FEDERAL CREDIT UNION|NONE|$11,400|—|$11,400|

| THE TRAVELERS INDEMNITY COMPANY|NONE|$10,440|—|$10,440|

| JOHN F DASCOLI PLLC|NONE|$8,300|—|$8,300|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SUTTLE & STALNAKER PLLC](https://planprovider.pro/provider/suttle-and-stalnaker-pllc) — NONE

- [JOHN F DASCOLI PLLC](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $129,509

- **Estimated Expense Ratio:** 0.365% 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|$135,345|$17,875|$27,004|$19,425|—|

| 2023|$131,923|$70,633|$10,450|—|—|

| 2022|$135,717|$16,000|—|—|$56,660|

## Similar Plans

- [Plumbers & Pipefitters Local 625 Pension Fund](https://planprovider.pro/companies/plumbers-pipefitters-local-625-pension-fund-plan) — 475 participants

- [Smw Union Local No. 24 Columbus](https://planprovider.pro/companies/joint-board-of-trustees-of-sheet-metal-workers-union-local-no-24-plan) — 1,386 participants

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