# Trustees Of Plumbers & Pipefitters Local 172 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-pipefitters-local-172-pension-fund-356212986-001

> Trustees Of Plumbers & Pipefitters Local 172 Pension Fund's DB plan: 572 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 & 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-plumbers-pipefitters-local-172-pension-fund-356212986-001)

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