# Steamfitters Industry Educational Fund Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/steamfitters-industry-educational-fund-board-of-trustees-131919703-505

> Steamfitters Industry Educational Fund Board Of Trustees's 401(k) plan: 1,980 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steamfitters Industry Educational Fund Board Of Trustees

- **Sponsor EIN:** 131919703

- **Sponsor Address:** 27-08 40TH AVENUE, 2ND FLOOR, LONG ISLAND CITY, NY, 111013725

- **Plan Type:** 401(k)

- **Plan Number:** 505

- **Total Participants:** 1,980

- **Total Assets:** $22.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,980|$22.7M|$2.7M|$0|

| 2023|1,981|$24.1M|$2.6M|$0|

| 2022|2,090|$25.5M|$2.7M|$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|

| JASON GRECCO|Other Service Provider|$188,675|—|$188,675|

| NICHOLAS MAGNA|Other Service Provider|$186,870|—|$186,870|

| STEPHEN POWERS|Other Service Provider|$183,226|—|$183,226|

| MATTHEW PIZZO|Other Service Provider|$179,445|—|$179,445|

| JAMES COFFEY|Other Service Provider|$166,206|—|$166,206|

| DANIEL KNIGHTS|Other Service Provider|$115,040|—|$115,040|

| STEVE CUADRA|Other Service Provider|$86,479|—|$86,479|

| KATHLEEN HERTEL|Other Service Provider|$82,004|—|$82,004|

| WILLIAM J. TURNBULL|Other Service Provider|$46,418|—|$46,418|

| ROBERT GILPIN|Other Service Provider|$28,600|—|$28,600|

| RITA MESSINA|Other Service Provider|$25,808|—|$25,808|

| VITECH SYSTEMS GROUP|Other Service Provider|$19,881|—|$19,881|

| LAPADULA, CARLSON & CO., CPA|Auditor|$19,700|—|$19,700|

| LINDABURY MCCORMICK ESTABROOK & COO|Other Service Provider|$10,024|—|$10,024|

| SEGAL MARCO ADVISORS|Other Service Provider|$10,000|—|$10,000|

| CHUBB & SON|Other Service Provider|$7,066|—|$7,066|

| AUTOMATIC DATA PROCESSING|Other Service Provider|$5,246|—|$5,246|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LAPADULA, CARLSON & CO., CPA](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,360,688

- **Estimated Expense Ratio:** 5.998% 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|$1,563,258|$70,234|—|$19,700|—|

| 2023|$1,631,197|$68,286|—|$16,500|—|

| 2022|$1,649,704|$72,427|—|—|$21,982|

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