# Trustees Of The Plumbers, Pipefitters And Hvac Technicians Local Union DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-plumbers-pipefitters-and-hvac-technicians-local-union-834459073-001

> Trustees Of The Plumbers, Pipefitters And Hvac Technicians Local Union's DC plan: 1,562 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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

- **Plan Number:** 001

- **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.|

| 2024|1,562|$10.5M|$4.0M|$0|

| 2023|1,137|$6.2M|$3.2M|$0|

| 2022|1,114|$2.8M|$973,475|$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|

| SOUTHERN BENEFITS ADMINISTRATORS IN|Other Service Provider|$22,933|—|$22,933|

| 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.](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:** $32,504

- **Estimated Expense Ratio:** 0.310% 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|$36,950|—|$18,000|$9,571|—|

| 2023|$27,804|—|$12,000|$10,573|—|

| 2022|$1,667|—|—|—|$225|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-plumbers-pipefitters-and-hvac-technicians-local-union-834459073-001)

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