Plan Snapshot
- Plan Sponsor: West Virginia Plumbers And Steamfitters Local 152
- Sponsor EIN: 556025364
- Sponsor Address: 9200 US ROUTE 60, ONA, WV, 25545
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 205
- Total Assets: $3.8M
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 | 205 | $3.8M | $4.9M | $776,392 |
| 2023 | 206 | $3.3M | $4.2M | $740,699 |
| 2022 | 209 | $2.8M | $4.2M | $638,612 |
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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Other Service Provider | $163,072 | — | $163,072 |
| AMERICAN BENEFIT CORPORATION | Other Service Provider | $126,255 | — | $126,255 |
| LABOR FIRST LLC | Other Service Provider | $28,607 | — | $28,607 |
| GRAY, GRIFFITH AND MAYS | Other Service Provider | $16,000 | — | $16,000 |
| KRAMER WARNER ASSOCIATES, INC | Other Service Provider | $13,010 | — | $13,010 |
| STANDARD VALUATIONS | Other Service Provider | $9,000 | — | $9,000 |
| JOHN F. DASCOLI | Other Service Provider | $5,557 | — | $5,557 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $361,501
- Estimated Expense Ratio: 9.421% 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 | $266,383 | $9,381 | $208,886 | $19,184 | — |
| 2023 | $296,157 | $12,286 | $213,743 | $18,997 | — |
| 2022 | $292,886 | $15,496 | $232,898 | — | $25,790 |