Plan Snapshot
- Plan Sponsor: Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust
- Sponsor EIN: 570524232
- Sponsor Address: 2010 NW 150TH AVE STE 200, PEMBROKE PINES, FL, 330282888
- Plan Type: DB
- Total Participants: 842
- Total Assets: $110.0M
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 | 842 | $110.0M | $0 | $0 |
| 2023 | 842 | $96.7M | $0 | $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 |
|---|---|---|---|---|
| LAPADULA CARLSON & CO | Auditor | $40,000 | — | $40,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPADULA CARLSON & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,000
- Estimated Expense Ratio: 0.036% 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 | $1,066,721 | $631,706 | $113,291 | $40,000 | — |
| 2023 | $1,088,109 | $678,721 | — | — | $210,448 |