Plan Snapshot
- Plan Sponsor: The Board Of Trustees Plumbers And Steamfitters Local 60 401k Plan
- Sponsor EIN: 721504171
- Sponsor Address: 3515 I-10 SERVICE ROAD, METAIRIE, LA, 700025931
- Plan Type: 401(k)
- Total Participants: 1,173
- Total Assets: $16.7M
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 | 1,173 | $16.7M | $402,346 | $377,994 |
| 2023 | 1,263 | $15.5M | $444,678 | $368,781 |
| 2022 | 1,401 | $13.9M | $377,385 | $379,819 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | $25,200 | — | $25,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,200
- Estimated Expense Ratio: 0.151% 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 | $124,609 | $40,000 | $29,572 | $25,200 | — |
| 2023 | $136,883 | $40,000 | $30,724 | $24,000 | — |
| 2022 | $142,942 | $40,000 | $43,918 | — | $32,569 |