# Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund DB Plan
Source: https://planprovider.pro/companies/trustees-u-a-plumbers-63-steamfitters-353-pen-trustfund-plan

> Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund's DB plan: 510 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund

- **Sponsor EIN:** 376118084

- **Sponsor Address:** PO BOX 68994, INDIANAPOLIS, IN, 462680994

- **Plan Type:** DB

- **Total Participants:** 510

- **Total Assets:** $152.3M

## 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.|

| 2025|510|$152.3M|$0|$0|

| 2024|497|$144.7M|$0|$0|

| 2023|481|$138.4M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$22,280|—|$22,280|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,280

- **Estimated Expense Ratio:** 0.015% 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|

| 2025|$453,650|$141,498|$95,308|$22,280|—|

| 2024|$440,558|$129,738|$96,334|$20,900|—|

| 2023|$432,146|$118,314|$80,371|—|$135,350|

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