Plan Snapshot
- Plan Sponsor: Trustees Of Plumbers & Pipefitters Local 172 Pension Fund
- Sponsor EIN: 356212986
- Sponsor Address: 625 ENTERPRISE DR., OAK BROOK, IL, 60523
- Plan Type: DB
- Plan Number: 001
- Total Participants: 572
- Total Assets: $155.5M
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 | 572 | $155.5M | $9.9M | $0 |
| 2023 | 495 | $140.5M | $8.9M | $0 |
| 2022 | 476 | $123.5M | $8.2M | $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 |
|---|---|---|---|---|
| STRATEGIC CAPITAL INV. ADVISORS | Other Service Provider | $191,011 | — | $191,011 |
| BENEFITS MANAGEMENT GROUP INC. | Other Service Provider | $66,936 | — | $66,936 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $60,130 | — | $60,130 |
| CLARION LIONS INDUSTRIAL PROPERTIES | Other Service Provider | $40,611 | — | $40,611 |
| LEGACY PROFESSIONALS LLP | Auditor | $37,038 | — | $37,038 |
| HUNT INSURANCE AGENCY | Other Service Provider | $31,385 | — | $31,385 |
| CLARION LION PROPERTIES FUND LP | Other Service Provider | $30,967 | — | $30,967 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $28,706 | — | $28,706 |
| TED WINDSOR & ASSOCIATES | Other Service Provider | $26,238 | — | $26,238 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $17,198 | — | $17,198 |
| JOHNSON & KROL LLC | Other Service Provider | $16,759 | — | $16,759 |
| SOMMERS & FAHRENBACH | Other Service Provider | $11,159 | — | $11,159 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $558,138
- Estimated Expense Ratio: 0.359% 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 | $603,399 | $351,425 | $61,125 | $24,800 | — |
| 2023 | $579,666 | $334,379 | $50,090 | $24,800 | — |
| 2022 | $522,987 | $310,736 | $40,000 | — | $85,644 |