Plan Snapshot
- Plan Sponsor: Trustees Of Jacksonville Plumbers And Pipefitters
- Sponsor EIN: 596168181
- Sponsor Address: 2001 CALDWELL DR, GOODLETTSVILLE, TN, 370723589
- Plan Type: DB
- Total Participants: 611
- Total Assets: $287.7M
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 | 611 | $287.7M | $0 | $0 |
| 2023 | 938 | $250.5M | $0 | $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 |
|---|---|---|---|---|
| LAPADULA CARLSON & CO. | Auditor | $46,268 | — | $46,268 |
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: $46,268
- Estimated Expense Ratio: 0.016% 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 | $1,296,860 | $922,524 | $122,250 | $46,268 | — |
| 2023 | $1,181,659 | $832,860 | $117,000 | — | $120,347 |