# Trustees Of Plumbers Local 773 Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-local-773-pension-plan-237114547-001

> Trustees Of Plumbers Local 773 Pension Plan's DB plan: 282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ameriprise-financial-services-llc) — 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|

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