Plan Snapshot
- Plan Sponsor: Trustees Of The Plumbers, Pipefitters And Hvac Technicians Local Union
- Sponsor EIN: 834459073
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 37070
- Plan Type: DC
- Total Participants: 1,562
- Total Assets: $10.5M
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. |
|---|---|---|---|---|
| 2025 | 1,562 | $10.5M | $0 | $0 |
| 2024 | 1,137 | $6.2M | $0 | $0 |
| 2023 | 1,114 | $2.8M | $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 | $9,571 | — | $9,571 |
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: $9,571
- Estimated Expense Ratio: 0.091% 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 |
|---|---|---|---|---|---|
| 2025 | $36,950 | — | $18,000 | $9,571 | — |
| 2024 | $27,804 | — | $12,000 | $10,573 | — |
| 2023 | $1,667 | — | — | — | $225 |