# Trustees Plumbers & Steamfitters L 248 Health And Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-plumbers-steamfitters-l-248-health-and-welfare-fund-616038481-501

> Trustees Plumbers & Steamfitters L 248 Health And Welfare Fund's 401(k) plan: 364 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Plumbers & Steamfitters L 248 Health And Welfare Fund

- **Sponsor EIN:** 616038481

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 364

- **Total Assets:** $11.0M

## 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.|

| 2024|364|$11.0M|$6.3M|$650,895|

| 2023|331|$10.0M|$6.1M|$687,671|

| 2022|306|$8.8M|$5.1M|$725,059|

## 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|

| UMR|Other Service Provider|$103,908|—|$103,908|

| USI INSURANCE SERVICES|Other Service Provider|$75,000|—|$75,000|

| LEDBETTER PARTNERS LLC|Other Service Provider|$31,975|—|$31,975|

| MELISSA LOGAN|Other Service Provider|$27,685|—|$27,685|

| STANDARD VALUATIONS|Other Service Provider|$16,700|—|$16,700|

| FRANK N HESTAND CPA PSC|Auditor|$8,000|—|$8,000|

| FLORES & ASSOCIATES|Other Service Provider|$5,876|—|$5,876|

| OSBORN CARRIERO & ASSOCIATES|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/frank-n-hestand-cpa-psc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $274,144

- **Estimated Expense Ratio:** 2.493% 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|$293,782|$16,700|$103,908|$8,000|—|

| 2023|$243,425|$16,367|$93,266|$8,000|—|

| 2022|$180,910|$14,300|$91,842|—|$37,265|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-plumbers-steamfitters-l-248-health-and-welfare-fund-616038481-501)

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