# Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan DB Plan
Source: https://planprovider.pro/companies/tuscaloosa-plumbers-steamfitters-local-372-pension-plan-630267566-002

> Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan's DB plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan

- **Sponsor EIN:** 630267566

- **Sponsor Address:** 1717 OLD SHELL ROAD, MOBILE, AL, 36604

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 223

- **Total Assets:** $69.3M

## 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.|

| 2024|223|$69.3M|$2.9M|$0|

| 2023|213|$61.0M|$2.6M|$0|

| 2022|215|$53.0M|$2.3M|$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|

| GULF STATES CONSULTANTS & ADMINISTR|Other Service Provider|$84,000|—|$84,000|

| BOYD WATTERSON|Other Service Provider|$69,689|—|$69,689|

| REYNOLDS CONSULTING|Other Service Provider|$31,500|—|$31,500|

| RBC GLOBAL ASSET MANAGEMENT|Recordkeeper|$29,297|—|$29,297|

| SOUTHERN ACTUARIAL SERVICES|Other Service Provider|$27,050|—|$27,050|

| WAY, RAY, SHELTON & CO., P.C.|Auditor|$23,000|—|$23,000|

| US REAL ESTATE INVESTMENT FUND, LLC|Other Service Provider|$18,766|—|$18,766|

| MACKAY SHIELDS, LLC|Other Service Provider|$15,932|—|$15,932|

| MASSMUTUAL|Other Service Provider|$13,935|—|$13,935|

### Verified Provider Profiles

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

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper

- [WAY, RAY, SHELTON & CO., P.C.](https://planprovider.pro/provider/way-ray-shelton-and-co-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $313,169

- **Estimated Expense Ratio:** 0.452% 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|$360,356|$185,444|—|$23,000|—|

| 2023|$315,501|$160,207|—|$23,000|—|

| 2022|$246,791|$95,260|—|—|$120,405|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tuscaloosa-plumbers-steamfitters-local-372-pension-plan-630267566-002)

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