# Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/sprinkler-industry-supplemental-pension-fund-joint-board-of-trustees-plan

> Sprinkler Industry Supplemental Pension Fund Joint Board Of Trustees&#39;s DC plan: 28,099 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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:

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## 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|

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