# Steamfitters Local 439 DB Plan
Source: https://planprovider.pro/companies/steamfitters-local-439-plan-001

> Steamfitters Local 439's DB plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anders-minkler-huber-and-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|

## Similar Plans

- [United Association Of Plumbers Local 360](https://planprovider.pro/companies/united-association-of-plumbers-local-360-plan) — 131 participants

- [Steamfitters Local 439](https://planprovider.pro/companies/steamfitters-local-439-plan-002) — 136 participants

- [Shopmens Division Local 597 Joint Board Of Trustees](https://planprovider.pro/companies/shopmens-division-local-597-joint-board-of-trustees-plan) — 137 participants

- [Black Diamond Plumbing & Mechani](https://planprovider.pro/companies/black-diamond-plumbing-mechani-401k-plan) — 105 participants

- [Plumbers And Pipefitters Local 551](https://planprovider.pro/companies/plumbers-and-pipefitters-local-551-plan) — 142 participants

- [Crawford Heating And Cooling, INC.](https://planprovider.pro/companies/crawford-heating-and-cooling-inc-plan) — 153 participants

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