# Trustees Of Plumbers And Pipefitters Local 773 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-and-pipefitters-local-773-annuity-fund-141766942-001

> Trustees Of Plumbers And Pipefitters Local 773 Annuity Fund&#39;s DC plan: 450 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 Plumbers And Pipefitters Local 773 Annuity Fund

- **Sponsor EIN:** 141766942

- **Sponsor Address:** P.O. BOX 312, GLENS FALLS, NY, 128010312

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 450

- **Total Assets:** $58.4M

## 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|450|$58.4M|$4.0M|$3,437|

| 2023|662|$53.3M|$4.1M|$652|

| 2022|645|$45.4M|$4.9M|$23,492|

## 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 LIFE & ANNUITY INSURANCE CO|Other Service Provider|$17,536|—|$17,536|

| JOSEPH W. MCCARTHY|Other Service Provider|$12,966|—|$12,966|

| D'ARCANGELO & CO. LLP|Other Service Provider|$10,700|—|$10,700|

| KRAKOW, SOURIS & LANDRY, LLC|Other Service Provider|$8,000|—|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,202

- **Estimated Expense Ratio:** 0.084% 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|$117,879|—|—|$10,700|—|

| 2023|$94,888|—|—|$10,300|—|

| 2022|$104,292|—|—|—|$30,386|

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