Plan Snapshot
- Plan Sponsor: Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees
- Sponsor EIN: 141595069
- Sponsor Address: 8000 CORPORATE DRIVE, LANDOVER, MD, 207852239
- Plan Type: DC
- Total Participants: 28,099
- Total Assets: $3.3B
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 28,099 | $3.3B | $206.0M | $0 |
| 2023 | 26,437 | $2.6B | $192.4M | $0 |
| 2022 | 25,150 | $2.4B | $173.6M | $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 |
|---|---|---|---|---|
| JP MORGAN INVESTMENT MANAGEMENT INC | NONE | $1,151,598 | — | $1,151,598 |
| WESTERN ASSET | NONE | $1,081,593 | — | $1,081,593 |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | NONE | $983,990 | — | $983,990 |
| COMERICA BANK | NONE | $906,766 | — | $906,766 |
| ULLICO INVESTMENT ADVISORS INC. | NONE | $729,221 | — | $729,221 |
| INVESCO ADVISORS, INC | NONE | $689,565 | — | $689,565 |
| PIMCO | NONE | $223,239 | — | $223,239 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $178,750 | — | $178,750 |
| GLOBAL RETIREMENT PARTNERS | NONE | $164,578 | — | $164,578 |
| CALIBRE CPA GROUP, PLLC | NONE | $152,183 | — | $152,183 |
| O'DONOGHUE & O'DONOGHUE | NONE | $150,907 | — | $150,907 |
| JOHN EGER | EMPLOYEE | $140,983 | — | $140,983 |
| LORI MIDDLETON | EMPLOYEE | $119,627 | — | $119,627 |
| CHRISTINA KEISER | EMPLOYEE | $70,100 | — | $70,100 |
| JENA HENSON | EMPLOYEE | $53,516 | — | $53,516 |
| BASYS, INC. | NONE | $39,570 | — | $39,570 |
| ANNA BOSMANS | EMPLOYEE | $30,480 | — | $30,480 |
| CATHERINE VARELLI | EMPLOYEE | $27,878 | — | $27,878 |
| SEGAL SELECT INSURANCE SERVICES | NONE | — | $19,648 | $19,648 |
| NAVIA BENEFIT SOLUTIONS | NONE | $17,766 | — | $17,766 |
| IRON MOUNTAIN | NONE | $16,770 | — | $16,770 |
| NTIVA, INC | NONE | $13,505 | — | $13,505 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,962,233
- Estimated Expense Ratio: 0.209% 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 | $7,321,782 | $4,403,236 | — | $83,913 | — |
| 2023 | $6,463,632 | $4,652,372 | — | $77,837 | — |
| 2022 | $6,321,972 | $4,699,610 | — | — | $435,019 |