Plan Snapshot
- Plan Sponsor: Trustees Of The Stove,Furnace,Appliance,& Enamel Workers Pension Plan
- Sponsor EIN: 366519909
- Sponsor Address: P.O. BOX 387, BELLEVILLE, IL, 62222
- Plan Type: DB
- Total Participants: 110
- Total Assets: $12.5M
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 | 110 | $12.5M | $134,776 | $0 |
| 2023 | 131 | $11.8M | $162,828 | $0 |
| 2022 | 160 | $10.7M | $180,067 | $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 |
|---|---|---|---|---|
| GRABEL,SCHNIEDERS,HOLLMAN & CO. PC | Auditor | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.064% 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 | $130,630 | $33,866 | $33,000 | $8,000 | — |
| 2023 | $121,094 | $24,148 | $33,000 | $8,000 | — |
| 2022 | $119,621 | $37,711 | $33,000 | — | $20,306 |