Plan Snapshot
- Plan Sponsor: Trustees Of The Plumbers And Pipefitters Local 653 Pension Fund
- Sponsor EIN: 363378963
- Sponsor Address: 116 S CHESTNUT ST, CENTRALIA, IL, 628013416
- Plan Type: DB
- Total Participants: 82
- Total Assets: $16.5M
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. |
|---|---|---|---|---|
| 2024 | 82 | $16.5M | $793,466 | $0 |
| 2023 | 82 | $14.8M | $774,030 | $0 |
| 2022 | 80 | $13.7M | $783,757 | $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 |
|---|---|---|---|---|
| SCHEFFEL BOYLE | Auditor | $6,250 | — | $6,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,250
- Estimated Expense Ratio: 0.038% 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 | $96,425 | $31,904 | $6,000 | $6,250 | — |
| 2023 | $94,637 | $27,918 | $7,500 | $8,250 | — |
| 2022 | $85,355 | $27,443 | $4,500 | — | $39,491 |