# Steamfitters Industry Welfare Fund Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/steamfitters-industry-welfare-fund-board-of-trustees-plan-001

> Steamfitters Industry Welfare Fund Board Of Trustees's DC plan: 32 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 Welfare Fund Board Of Trustees

- **Sponsor EIN:** 131545680

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

- **Plan Type:** DC

- **Total Participants:** 32

- **Total Assets:** $18.8M

## 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:** No

## Plan Financials by Year

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

| 2024|32|$18.8M|$579,501|$0|

| 2023|31|$16.3M|$585,327|$0|

| 2022|33|$13.7M|$578,811|$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|

| SEGAL MARCO ADVISORS|Other Service Provider|$5,000|—|$5,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,000

- **Estimated Expense Ratio:** 0.027% 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|$953,808|—|—|—|—|

| 2023|$590,413|—|$30,231|—|—|

| 2022|$810,281|—|$33,381|—|—|

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