Plan Snapshot
- Plan Sponsor: Steamfitters Local 439
- Sponsor EIN: 371186815
- Sponsor Address: 1220 DONALD BAILEY DR, CASEYVILLE, IL, 622322086
- Plan Type: DC
- Total Participants: 136
- Total Assets: $41.8M
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 | 136 | $41.8M | $1.3M | $316,883 |
| 2023 | 136 | $37.9M | $1.5M | $380,335 |
| 2022 | 135 | $31.5M | $1.3M | $370,013 |
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 | — | — | $0 |
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: $0
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 | $85,489 | $56,723 | — | — | — |
| 2023 | $72,499 | $46,800 | $629 | — | — |
| 2022 | $67,695 | $45,971 | — | — | $21,724 |