Plan Snapshot
- Plan Sponsor: Trustees Of Plumbers Local 773 Pension Plan
- Sponsor EIN: 237114547
- Sponsor Address: P.O. BOX 312, GLENS FALLS, NY, 128010312
- Plan Type: DB
- Plan Number: 001
- Total Participants: 282
- Total Assets: $112.2M
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 | 282 | $112.2M | $4.8M | $0 |
| 2023 | 286 | $103.2M | $5.1M | $0 |
| 2022 | 305 | $90.6M | $5.9M | $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 |
|---|---|---|---|---|
| BANK OF AMERICA | Other Service Provider | $84,325 | — | $84,325 |
| COLUMBIA FIS INTERM | Investment Advisor | $62,617 | — | $62,617 |
| BOLTON PARTNERS NORTHEAST, INC. | Other Service Provider | $43,050 | — | $43,050 |
| KRAKOW SOURIS & LANDRY, LLC | Other Service Provider | $40,000 | — | $40,000 |
| JOSEPH MCCARTHY ASSOCIATES | Other Service Provider | $24,324 | — | $24,324 |
| LOOMIS SAYLES | Other Service Provider | $21,482 | — | $21,482 |
| BOSTON PARTNERS | Other Service Provider | $20,673 | — | $20,673 |
| D'ARCANGELO & CO., LLP | Other Service Provider | $17,700 | — | $17,700 |
| COHEN & STEERS | Other Service Provider | $13,464 | — | $13,464 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COLUMBIA FIS INTERM — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $327,635
- Estimated Expense Ratio: 0.292% 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 | $505,431 | $220,460 | $10,307 | $17,700 | — |
| 2023 | $602,423 | $358,293 | $10,975 | $17,200 | — |
| 2022 | $592,147 | $339,080 | $8,552 | — | $111,854 |