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
- 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. |
|---|---|---|---|---|
| 2025 | 1,027 | $115.7M | $0 | $0 |
| 2024 | 998 | $104.5M | $0 | $0 |
| 2023 | 1,012 | $86.8M | $0 | $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 |
|---|---|---|---|---|
| MENGAL, 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:
- MENGAL, 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: $14,350
- Estimated Expense Ratio: 0.012% 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 |
|---|---|---|---|---|---|
| 2025 | $246,865 | $99,278 | — | $14,350 | — |
| 2024 | $232,757 | $100,168 | — | $14,002 | — |
| 2023 | $216,917 | $91,572 | — | — | $29,504 |