# Plumbers &amp; Steamfitters Local Union 52 DC Plan
Source: https://planprovider.pro/companies/plumbers-steamfitters-local-union-52-plan

> Plumbers &amp; Steamfitters Local Union 52&#39;s DC plan: 298 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:** 630234457

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

- **Plan Type:** DC

- **Total Participants:** 298

- **Total Assets:** $80.5M

## 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|298|$80.5M|$4.0M|$0|

| 2023|305|$70.3M|$3.5M|$0|

| 2022|307|$60.0M|$4.2M|$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|

| CARR, RIGGS & INGRAM, L.L.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$154,943|$47,667|—|—|—|

| 2023|$158,126|$35,594|—|—|—|

| 2022|$128,615|$35,335|—|—|$13,272|

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