Sprinkler Fitters And Apprentices Local 704 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sprinkler Fitters And Apprentices Local 704
  • Sponsor EIN: 352328542
  • Sponsor Address: 6525 CENTURION DRIVE, LANSING, MI, 489172131
  • Plan Type: 401(k)
  • Total Participants: 502
  • Total Assets: $98.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024502$98.3M$6.9M$0
2023495$85.7M$6.9M$0
2022538$71.3M$5.6M$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
EMPOWER ADVISORY GROUP, LLCINVESTMENT MGMT$207,580$207,580
SPRINKLER FITTERS & APPRENTICES DCPLAN$143,130$143,130
EMPOWER ANNUITY INS. CO. OF AMERICARECORDKEEPER$58,440$58,440
ASHER KELLYNONE$50,735$50,735
MERRILL LYNCH WEALTH MANAGEMENTINVESTMENT ADVISOR$50,000$50,000
TIC INTERNATIONAL CORPORATIONNONE$31,100$31,100
WALTER, BOESKY & ASSOCIATES PCNONE$15,200$15,200
MASSACHUSETTS MUTUAL LIFE INSURANCECONTRACT ADMINISTRATOR$14,889$14,889

Verified Provider Profiles

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Plan Fees & Expenses

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

  • Total Service Provider Fees: $571,074
  • Estimated Expense Ratio: 0.581% 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$379,135$50,000$31,100$15,200
2023$328,691$40,000$30,000$12,440
2022$167,524$40,000$30,000$42,361

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