Plan Snapshot
- Plan Sponsor: Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund
- Sponsor EIN: 626102837
- Sponsor Address: P.O BOX 1449 P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,375
- Total Assets: $211.7M
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 | 1,375 | $211.7M | $15.8M | $0 |
| 2023 | 1,184 | $200.3M | $13.7M | $0 |
| 2022 | 1,112 | $175.7M | $12.1M | $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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $136,157 | — | $136,157 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $105,242 | — | $105,242 |
| STRATEGIC CAPITAL INVESTMENT | Other Service Provider | $88,010 | — | $88,010 |
| WASHINGTON CAPITAL | Other Service Provider | $53,229 | — | $53,229 |
| LAPADULA CARLSON & CO. | Auditor | $22,609 | — | $22,609 |
| GODWIN MORRIS LAURENZI & BLOOMFIELD | Other Service Provider | $14,780 | — | $14,780 |
| EBERTS & HARRISON INC. | Other Service Provider | $10,988 | — | $10,988 |
| FIRST MIDWEST WEALTH MANAGEMENT | Other Service Provider | $10,050 | — | $10,050 |
| UNITED ACTURIAL SERVICES | Other Service Provider | $7,400 | — | $7,400 |
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: $448,465
- Estimated Expense Ratio: 0.212% 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 | $558,392 | $263,169 | $95,600 | $22,609 | — |
| 2023 | $542,280 | $254,559 | $90,000 | $22,670 | — |
| 2022 | $500,377 | $237,285 | — | — | — |