# Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-and-pipefitters-local-union-no-572-pension-fund-626102837-001

> Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund's DB plan: 1,375 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-plumbers-and-pipefitters-local-union-no-572-pension-fund-626102837-001)

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