# Steamfitters And Plumbers Local Union No 464 401(K) Plan 401(k) Plan
Source: https://planprovider.pro/companies/steamfitters-and-plumbers-local-union-no-464-401-k-plan-470799180-002

> Steamfitters And Plumbers Local Union No 464 401(K) Plan's 401(k) plan: 1,525 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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|

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