Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of Plumbers And Pipefitters Local Union No. 421
- Sponsor EIN: 113834795
- Sponsor Address: 2010 NW 150TH AVENUE, SUITE 200, PEMBROKE PINES, FL, 33028
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 34
- Total Assets: $104,302
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 | 34 | $104,302 | $19,893 | $0 |
| 2023 | 1,174 | $2.6M | $2.6M | $0 |
| 2022 | 911 | $1.2M | $1.2M | $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 |
|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFIT ADMIN | Other Service Provider | $9,600 | — | $9,600 |
| LAPADULA CARLSON & CO | Auditor | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPADULA CARLSON & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,850
- Estimated Expense Ratio: 14.238% 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 | $20,038 | — | — | $5,250 | — |
| 2023 | $18,202 | — | — | $5,250 | — |
| 2022 | $23,144 | — | $9,005 | — | $9,059 |