# West Virginia Plumbers And Steamfitters Local 152 401(k) Plan
Source: https://planprovider.pro/companies/west-virginia-plumbers-and-steamfitters-local-152-556025364-501

> West Virginia Plumbers And Steamfitters Local 152's 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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