Plan Snapshot
- Plan Sponsor: Plumbing & Pipefitting Industry Retirement Plan Of Kansas
- Sponsor EIN: 480923596
- Sponsor Address: 625 ENTERPRISE DR, OAK BROOK, IL, 605238813
- Plan Type: 401(k)
- Total Participants: 1,476
- Total Assets: $99.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,476 | $99.4M | $5.7M | $2.5M |
| 2023 | 1,299 | $85.5M | $5.0M | $1.7M |
| 2022 | 1,239 | $75.2M | $4.8M | $1.3M |
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 |
|---|---|---|---|---|
| SPENCER FANE LLP | ERISA Attorney | $93,816 | — | $93,816 |
| IMA WEALTH | Investment Advisor | $80,000 | — | $80,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $55,432 | — | $55,432 |
| BMGI | Recordkeeper | $53,400 | — | $53,400 |
| MORROW & CO LLC | Auditor | $31,625 | — | $31,625 |
| UNION INSURANCE GROUP | Insurance Carrier | $12,768 | — | $12,768 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE LLP — ERISA Attorney
- IMA WEALTH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $327,041
- Estimated Expense Ratio: 0.329% 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 | $39,403 | $80,000 | $53,400 | $31,625 | — |
| 2023 | $85,768 | $80,000 | $52,800 | $30,442 | — |
| 2022 | $141,322 | $138,222 | $51,752 | — | $165,153 |