Plan Snapshot
- Plan Sponsor: Plumbing & Pipefitting Ind Afl
- Sponsor EIN: 221665268
- Sponsor Address: 205 JEFFERSON ROAD, PARSIPPANY, NJ, 07054
- Plan Type: DB
- Total Participants: 314
- Total Assets: $190.9M
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 | 314 | $190.9M | $4.8M | $0 |
| 2023 | 288 | $177.0M | $4.8M | $0 |
| 2022 | 308 | $164.8M | $4.0M | $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 |
|---|---|---|---|---|
| CRESCENT CAPITAL | Other Service Provider | $945,397 | — | $945,397 |
| BOYD WATTERSON GSA FUND | Other Service Provider | $174,836 | — | $174,836 |
| BASIL CASTROVINCI ASSOCIATES INC | Other Service Provider | $162,649 | — | $162,649 |
| RBC GLOBAL ASSET MANAGEMENT INC | Recordkeeper | $124,167 | — | $124,167 |
| ULLICO INFRASTRUCTURE FUND | Other Service Provider | $111,476 | — | $111,476 |
| KARPUS INVESTMENT MANAGEMENT | Other Service Provider | $66,172 | — | $66,172 |
| COLUMBIA THREADNEEDLE | Other Service Provider | $62,733 | — | $62,733 |
| DAVID A GERSON CPA & ASSOC PC | Other Service Provider | $54,416 | — | $54,416 |
| BASIL CASTROVINCI ASSOCIATES | Other Service Provider | $51,846 | — | $51,846 |
| GROSVENOR CAPITAL MANAGEMENT | Other Service Provider | $50,274 | — | $50,274 |
| IRONSIDES CO-INVESTMENT FUND VI | Other Service Provider | $49,089 | — | $49,089 |
| IRONSIDES PARTNERSHIP FUND VI | Other Service Provider | $35,894 | — | $35,894 |
| AMALGAMATED BANK | Other Service Provider | $27,008 | — | $27,008 |
| UNION INS | Other Service Provider | $26,376 | — | $26,376 |
| REYNOLDS CONSULTING | Other Service Provider | $20,292 | — | $20,292 |
| IRONSIDES OPPORTUNITIES FUND II | Other Service Provider | $16,395 | — | $16,395 |
| TIMOTHY R HOTT PC | Other Service Provider | $16,200 | — | $16,200 |
| STATE STREET | Other Service Provider | $16,189 | — | $16,189 |
| LINDABURY MCCORMICK & ESTABROOK | Other Service Provider | $10,800 | — | $10,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC GLOBAL ASSET MANAGEMENT INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,022,209
- Estimated Expense Ratio: 1.059% 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 | $2,082,123 | $1,699,921 | $162,649 | $54,416 | — |
| 2023 | $2,432,931 | $2,051,707 | $157,911 | $55,535 | — |
| 2022 | $1,507,705 | $1,137,095 | $155,062 | — | $125,194 |