# Trustees Of Plumbers And Steamfitters Local No. 7 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-and-steamfitters-local-no-7-annuity-fund-900127434-002

> Trustees Of Plumbers And Steamfitters Local No. 7 Annuity Fund's DC plan: 1,027 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [MENGEL, METZGER, BARR & CO., LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-plumbers-and-steamfitters-local-no-7-annuity-fund-900127434-002)

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