# U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of T 401(k) Plan
Source: https://planprovider.pro/companies/u-a-plumbers-steamfitters-defined-contribution-and-401-k-plan-of-t-plan

> U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of T's 401(k) plan: 5,316 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.A. Plumbers & Steamfitters Defined Contribution And 401(K) Plan Of T

- **Sponsor EIN:** 311524293

- **Sponsor Address:** 8441 GULF FREEWAY SUITE 304, HOUSTON, TX, 770175066

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

- **Total Participants:** 5,316

- **Total Assets:** $37.5M

## 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|5,316|$37.5M|$3.6M|$1.4M|

| 2023|4,498|$30.4M|$1.8M|$1.3M|

| 2022|4,003|$25.0M|$1.8M|$796,035|

## 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|

| COMSAL INC|NONE|$183,338|—|$183,338|

| SOUTHWEST SERVICE ADMINISTRATOR|NONE|$108,876|—|$108,876|

| RBC CAPITAL MARKETS|NONE|$87,521|—|$87,521|

| HARPER & PEARSON COMPANY, P.C.|NONE|$73,000|—|$73,000|

| CONNER & WINTERS, LLP|NONE|$27,488|—|$27,488|

### Verified Provider Profiles

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

- [RBC CAPITAL MARKETS](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [HARPER & PEARSON COMPANY, P.C.](https://planprovider.pro/provider/harper-and-pearson-company-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $480,223

- **Estimated Expense Ratio:** 1.281% 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|$511,019|$87,521|$108,876|$73,000|—|

| 2023|$438,098|$90,278|$93,844|$49,600|—|

| 2022|$402,112|$90,397|$87,849|—|$206,797|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/u-a-plumbers-steamfitters-defined-contribution-and-401-k-plan-of-t-plan)

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