# Trustees, Plumbers And Pipefitters Local 430 H&W 401(k) Plan
Source: https://planprovider.pro/companies/trustees-plumbers-and-pipefitters-local-430-h-w-730776131-501

> Trustees, Plumbers And Pipefitters Local 430 H&W's 401(k) plan: 760 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — 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|

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