# Trustees Of Plumbers & Steamfitter Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-steamfitter-pension-trust-fund-311017514-001

> Trustees Of Plumbers & Steamfitter Pension Trust Fund's DB plan: 344 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 & Steamfitter Pension Trust Fund

- **Sponsor EIN:** 311017514

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, STE 400, LEXINGTON, KY, 40503

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 344

- **Total Assets:** $83.9M

## 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|344|$83.9M|$5.3M|$0|

| 2023|321|$79.5M|$4.6M|$0|

| 2022|309|$71.2M|$3.9M|$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|

| ZACKS INVESTMENT MANAGEMENT|Other Service Provider|$68,842|—|$68,842|

| MANNING & NAPIER ADVISORS INC|Other Service Provider|$59,326|—|$59,326|

| STANDARD VALUATIONS|Other Service Provider|$41,400|—|$41,400|

| UMR|Other Service Provider|$35,949|—|$35,949|

| MELISSA LOGAN|Other Service Provider|$24,363|—|$24,363|

| LEDBETTER PARTNERS LLC|Other Service Provider|$10,863|—|$10,863|

| BOYD WATTERSON|Other Service Provider|$9,946|—|$9,946|

| OSBORN CARREIRO & ASSOCIATES|Other Service Provider|$9,400|—|$9,400|

| FRANK N HESTAND CPA PSC|Auditor|$9,000|—|$9,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/frank-n-hestand-cpa-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $269,089

- **Estimated Expense Ratio:** 0.321% 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|$382,648|$219,081|$35,059|$9,000|—|

| 2023|$389,314|$226,541|$33,513|$9,019|—|

| 2022|$373,335|$226,174|$32,170|—|$32,892|

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