Plan Snapshot
- Plan Sponsor: Trustees, Plumbers And Pipefitters Local 430 H&W
- Sponsor EIN: 730776131
- Sponsor Address: 2908 N. HARVARD AVE, TULSA, OK, 74115
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 760
- Total Assets: $14.4M
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 | 760 | $14.4M | $10.9M | $34,622 |
| 2023 | 566 | $10.3M | $8.0M | $39,283 |
| 2022 | 506 | $8.3M | $5.8M | $42,845 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL | Other Service Provider | $533,704 | — | $533,704 |
| SAV-RX PRESCRIPTION SERVICES | Other Service Provider | $119,433 | — | $119,433 |
| PLUMBERS AND PIPEFITTERS LOCAL 430 | Other Service Provider | $117,010 | — | $117,010 |
| RYAN BENEFITS, INC. | Other Service Provider | $60,000 | — | $60,000 |
| ROBEIN, URANN, SPENCER, PICARD & CA | Other Service Provider | $34,683 | — | $34,683 |
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | $33,301 | — | $33,301 |
| ROYLE VAZQUEZ LLP | Other Service Provider | $19,269 | — | $19,269 |
| AMERICAN HEALTH HOLDING, INC | Other Service Provider | $15,580 | — | $15,580 |
| RBC WEALTH MANAGEMENT | Recordkeeper | $10,204 | — | $10,204 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $943,184
- Estimated Expense Ratio: 6.566% 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 | $1,004,344 | $10,204 | $857,594 | $21,017 | — |
| 2023 | $846,468 | $7,828 | $679,868 | $30,055 | — |
| 2022 | $919,211 | $162,187 | $67,374 | — | $57,510 |