Plan Snapshot
- Plan Sponsor: Steamfitters And Plumbers Local Union No 464 401(K) Plan
- Sponsor EIN: 470799180
- Sponsor Address: 3930 SOUTH 147TH STREET, SUITE 100, OMAHA, NE, 681445569
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,525
- Total Assets: $110.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,525 | $110.3M | $3.3M | $2.1M |
| 2023 | 1,493 | $108.3M | $3.2M | $1.9M |
| 2022 | 1,497 | $90.1M | $3.1M | $1.6M |
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 |
|---|---|---|---|---|
| BLAKE & UHLIG, PA | Other Service Provider | $110,861 | — | $110,861 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $103,035 | — | $103,035 |
| BENESYS | Other Service Provider | $66,228 | — | $66,228 |
| O'DONNELL FICENEC WILLS & FERDIG | Other Service Provider | $15,065 | — | $15,065 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $295,189
- Estimated Expense Ratio: 0.268% 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 | $379,157 | $148,755 | — | $15,065 | — |
| 2023 | $427,737 | $154,647 | — | $87,133 | — |
| 2022 | $498,927 | $235,310 | — | — | $156,640 |