# Trustees Of Plumbers & Steamfitters Local 81 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-plumbers-steamfitters-local-81-annuity-fund-plan

> Trustees Of Plumbers & Steamfitters Local 81 Annuity Fund's DC plan: 1,184 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 & Steamfitters Local 81 Annuity Fund

- **Sponsor EIN:** 161103194

- **Sponsor Address:** 107 TWIN OAKS DRIVE, SYRACUSE, NY, 132061220

- **Plan Type:** DC

- **Total Participants:** 1,184

- **Total Assets:** $93.2M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,184|$93.2M|$4.7M|$877,795|

| 2023|1,100|$85.2M|$4.8M|$675,440|

| 2022|1,082|$75.4M|$3.4M|$748,729|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$78,609|—|$78,609|

| BLITMAN & KING|NONE|$28,492|—|$28,492|

| D'ARCANGELO & CO. LLP|NONE|$22,500|—|$22,500|

| MARCO CONSULTING|NONE|$21,930|—|$21,930|

| JOSEPH W. MCCARTHY & ASSOCIATES|NONE|$9,987|—|$9,987|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $161,518

- **Estimated Expense Ratio:** 0.173% 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|$293,617|$21,930|—|$22,500|—|

| 2023|$301,615|$16,500|—|$22,000|—|

| 2022|$268,995|—|—|—|$162,930|

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