# Steamfitters Industry Vacation Plan Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/steamfitters-industry-vacation-plan-board-of-trustees-136149682-503

> Steamfitters Industry Vacation Plan Board Of Trustees's 401(k) plan: 2,067 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steamfitters Industry Vacation Plan Board Of Trustees

- **Sponsor EIN:** 136149682

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

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

- **Plan Number:** 503

- **Total Participants:** 2,067

- **Total Assets:** $9.3M

## 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|2,067|$9.3M|$27.8M|$0|

| 2023|2,087|$8.0M|$24.4M|$0|

| 2022|1,944|$7.5M|$24.0M|$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|

| VITECH SYSTEMS GROUP|Other Service Provider|$21,029|—|$21,029|

| LAPADULA, CARLSON & CO., CPA|Auditor|$13,000|—|$13,000|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$11,703|—|$11,703|

| CHUBB & SON|Other Service Provider|$6,787|—|$6,787|

### 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:** $52,519

- **Estimated Expense Ratio:** 0.566% 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|$227,800|—|—|$13,000|—|

| 2023|$270,720|—|—|$12,625|—|

| 2022|$133,542|—|—|—|$19,089|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/steamfitters-industry-vacation-plan-board-of-trustees-136149682-503)

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