# Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust DB Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-pipefitters-lu-421-pension-fund-trust-plan

> Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust's DB plan: 842 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 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](https://planprovider.pro/provider/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|

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