Plan Snapshot
- Plan Sponsor: Steamfitters Local 439
- Sponsor EIN: 371186815
- Sponsor Address: 1220 DONALD BAILEY DR, CASEYVILLE, IL, 622322086
- Plan Type: DB
- Total Participants: 122
- Total Assets: $54.2M
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 | 122 | $54.2M | $1.6M | $0 |
| 2023 | 129 | $47.2M | $1.7M | $0 |
| 2022 | 126 | $41.4M | $1.4M | $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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | $24,200 | — | $24,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,200
- Estimated Expense Ratio: 0.045% 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 | $299,698 | $201,902 | — | $24,200 | — |
| 2023 | $236,331 | $141,621 | — | $25,953 | — |
| 2022 | $281,414 | $176,900 | — | — | $58,606 |