# Trustees-United Association Of Plumbers And Pipefitters Local 693 Annu DC Plan
Source: https://planprovider.pro/companies/trustees-united-association-of-plumbers-and-pipefitters-local-693-annu-030320580-002

> Trustees-United Association Of Plumbers And Pipefitters Local 693 Annu's DC plan: 262 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees-United Association Of Plumbers And Pipefitters Local 693 Annu

- **Sponsor EIN:** 030320580

- **Sponsor Address:** 3 GREGORY DRIVE, SOUTH BURLINGTON, VT, 054036061

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 262

- **Total Assets:** $19.0M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|262|$19.0M|$631,725|$0|

| 2023|267|$18.5M|$505,103|$0|

| 2022|260|$17.9M|$531,577|$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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Other Service Provider|$49,611|—|$49,611|

| LOCAL 693 BUSINESS OFFICE|Other Service Provider|$15,031|—|$15,031|

| NOVAK FRANCELLA, LLC|Auditor|$11,002|—|$11,002|

| MORGAN STANLEY GLOBAL BANKING OPERA|Other Service Provider|$10,000|—|$10,000|

| IBEW LOCAL 300 HEALTH & WELFARE FD|Other Service Provider|$9,979|—|$9,979|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,623

- **Estimated Expense Ratio:** 0.504% 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|$112,015|$12,083|$25,010|$9,500|—|

| 2023|$95,286|$5,000|$24,605|$9,000|—|

| 2022|$85,852|$48,250|$14,888|—|$12,037|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-united-association-of-plumbers-and-pipefitters-local-693-annu-030320580-002)

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