Plan Snapshot
- Plan Sponsor: Trustees Of Plumbers And Steamfitters Local No. 7 Annuity Fund
- Sponsor EIN: 900127434
- Sponsor Address: 18 AVIS DRIVE, LATHAM, NY, 121102605
- Plan Type: DC
- Plan Number: 002
- Total Participants: 1,027
- Total Assets: $115.7M
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 | 1,027 | $115.7M | $9.4M | $0 |
| 2023 | 998 | $104.5M | $9.1M | $0 |
| 2022 | 1,012 | $86.8M | $9.3M | $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 |
|---|---|---|---|---|
| PLUMBERS AND STEAMFITTERS LOCAL 7 A | Other Service Provider | $263,506 | — | $263,506 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $73,633 | — | $73,633 |
| MPC CAPITAL ADVISORS LLC | Other Service Provider | $25,645 | — | $25,645 |
| BLITMAN & KING | Other Service Provider | $17,138 | — | $17,138 |
| MENGEL, METZGER, BARR & CO., LLP | Auditor | $14,350 | — | $14,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- MENGEL, METZGER, BARR & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $394,272
- Estimated Expense Ratio: 0.341% 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 | $246,865 | $99,278 | — | $14,350 | — |
| 2023 | $232,757 | $100,168 | — | $14,002 | — |
| 2022 | $216,917 | $91,572 | — | — | $29,504 |