Plan Snapshot
- Plan Sponsor: Trustees Of Plumbers Local #210 Retirement Fund
- Sponsor EIN: 320100178
- Sponsor Address: 2901 E. 83RD PLACE, MERRILLVILLE, IN, 46410
- Plan Type: DC
- Plan Number: 001
- Total Participants: 397
- Total Assets: $91.2M
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 | 397 | $91.2M | $5.6M | $0 |
| 2023 | 272 | $82.9M | $5.1M | $0 |
| 2022 | 259 | $72.0M | $4.5M | $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 |
|---|---|---|---|---|
| MARQUETTE ASSOCIATES | Other Service Provider | $50,377 | — | $50,377 |
| MILLIMAN INC. | Recordkeeper | $28,270 | — | $28,270 |
| MATRIX TRUST COMPANY | Recordkeeper | $24,254 | — | $24,254 |
| J. DAVIDSON | Other Service Provider | $24,065 | — | $24,065 |
| JOHNSON & KROL, LLC | Other Service Provider | $23,101 | — | $23,101 |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | Other Service Provider | $22,834 | — | $22,834 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $21,941 | — | $21,941 |
| LEGACY PROFESSIONALS LLP | Auditor | $20,840 | — | $20,840 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $7,472 | — | $7,472 |
| ASCENSUS, INC. | Other Service Provider | $6,403 | — | $6,403 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC. — Recordkeeper
- MATRIX TRUST COMPANY — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,557
- Estimated Expense Ratio: 0.252% 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 | $261,234 | $82,324 | $22,834 | $16,650 | — |
| 2023 | $206,188 | $100,133 | $15,100 | $16,650 | — |
| 2022 | $235,231 | $127,989 | $30,343 | — | $37,761 |