Plan Snapshot
- Plan Sponsor: Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T
- Sponsor EIN: 436577917
- Sponsor Address: 3640 CORPORATE TRAIL DRIVE, EARTH CITY, MO, 630451122
- Plan Type: DC
- Total Participants: 4,032
- Total Assets: $397.0M
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. |
|---|---|---|---|---|
| 2023 | 4,032 | $397.0M | $29.1M | $0 |
| 2022 | 3,749 | $325.4M | $27.0M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS | NONE | $414,810 | — | $414,810 |
| P&P WELFARE EDUCATIONAL FUND | AFFILIATE | $414,030 | — | $414,030 |
| ANDERS MINKLER HUBER & HELM LLP | NONE | $153,676 | — | $153,676 |
| HARTNETT REYES-JONES, LLC | NONE | $88,790 | — | $88,790 |
| MARQUETTE ASSOCIATES | NONE | $60,000 | — | $60,000 |
| GREENSFELDER, HEMKER & GALE | NONE | $52,470 | — | $52,470 |
| CHARLES L. CRANE AGENCY | NONE | — | $10,856 | $10,856 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — NONE
- ANDERS MINKLER HUBER & HELM LLP — NONE
- CHARLES L. CRANE AGENCY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,194,632
- Estimated Expense Ratio: 0.301% 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 |
|---|---|---|---|---|---|
| 2023 | $756,730 | $38,653 | — | — | — |
| 2022 | $1,303,014 | $26,246 | — | — | — |