# Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-upper-peninsula-plumbers-and-pipefitters-defined-plan

> Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined's DC plan: 463 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined

- **Sponsor EIN:** 383296005

- **Sponsor Address:** 5200 W. LOOMIS ROAD, GREENDALE, WI, 53129

- **Plan Type:** DC

- **Total Participants:** 463

- **Total Assets:** $23.9M

## 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|463|$23.9M|$0|$0|

| 2023|280|$20.0M|$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|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Auditor|$9,950|—|$9,950|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,950

- **Estimated Expense Ratio:** 0.042% 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|$157,949|$12,000|$22,069|$9,950|—|

| 2023|$123,469|$61,109|$19,791|—|$30,939|

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