# Plumbers & Steamfitters Local Union 52 401(k) Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-union-52-237086384-501

> Plumbers & Steamfitters Local Union 52's 401(k) plan: 309 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 Union 52

- **Sponsor EIN:** 237086384

- **Sponsor Address:** P.O. BOX 211105, MONTGOMERY, AL, 361211105

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 309

- **Total Assets:** $9.6M

## 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|309|$9.6M|$4.8M|$234,893|

| 2023|320|$8.7M|$3.7M|$129,628|

| 2022|360|$8.9M|$4.4M|$113,259|

## 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|

| BLUE CROSS AND BLUE SHIELD OF ALABA|Other Service Provider|$289,135|—|$289,135|

| ONEDIGITAL|Investment Advisor|$52,400|—|$52,400|

| CARR, RIGGS & INGRAM, L.L.C.|Other Service Provider|$23,761|—|$23,761|

| PLUMBERS AND STEAMFITTERS LOCAL 52|Other Service Provider|$23,333|—|$23,333|

| BENEFIT PLANS ADMIN. SERVICES, INC.|Other Service Provider|$6,695|—|$6,695|

| LOPER LAW|ERISA Attorney|$6,541|—|$6,541|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $401,865

- **Estimated Expense Ratio:** 4.190% 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|$151,216|—|—|—|—|

| 2023|$150,376|—|—|—|—|

| 2022|$78,682|—|—|—|$32,589|

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