# Trustees Of Pipe Fitters Association Local 597 DC Plan
Source: https://planprovider.pro/companies/trustees-of-pipe-fitters-association-local-597-plan

> Trustees Of Pipe Fitters Association Local 597's DC plan: 9,410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Pipe Fitters Association Local 597

- **Sponsor EIN:** 361820310

- **Sponsor Address:** 45 NORTH OGDEN AVENUE, CHICAGO, IL, 60607

- **Plan Type:** DC

- **Total Participants:** 9,410

- **Total Assets:** $2.5B

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9,410|$2.5B|$138.8M|$30.2M|

| 2023|9,298|$2.2B|$134.1M|$28.4M|

| 2022|9,128|$1.8B|$127.5M|$29.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$179,437|—|$179,437|

| JOHNSON & KROL, LLC|NONE|$60,411|—|$60,411|

| STRATEGIC CAPITAL INVESTMENT ADV.|NONE|$46,500|—|$46,500|

| PHIL HAYES|EMPLOYEE|$41,545|—|$41,545|

| LEGACY PROFESSIONALS LLP|NONE|$29,747|—|$29,747|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|NONE|$22,302|—|$22,302|

| SEGAL SELECT INSURANCE|NONE|—|$15,638|$15,638|

| AMALGAMATED BANK OF CHICAGO|NONE|$9,704|—|$9,704|

| MORGAN, LEWIS & BOCKIUS LLP|NONE|$7,694|—|$7,694|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [MORGAN, LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $412,978

- **Estimated Expense Ratio:** 0.017% 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|$642,963|$46,313|—|$18,200|—|

| 2023|$602,788|$45,751|—|$17,700|—|

| 2022|$497,095|$42,499|—|—|$67,739|

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