Trustees Of Plumbers/Steamfitters Local 440 Defined Contribution Pension Fund

Form 5500 Data

Trustees Of Plumbers/Steamfitters Local 440 Defined Contribution Pension Fund

61

Overview

Plan Rating

BrightScope Rating
61
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (69)
Highest in Peer Group (88)

Plan Description

Plumbers and Steamfitters Local 440 Defined Contribution Pension Fund is a defined contribution plan. This plan has a BrightScope Rating of 61. This plan is in the top 15% of plans for Participation Rate. Plumbers and Steamfitters Local 440 Defined Contribution Pension Fund currently has over 2,400 active participants and over $88.9M in plan assets.

Did you know?

For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (61) and the top rated plan (88) could equate to:
14
Additional years of work
139,948
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 5/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3440 Kossuth Street P.O. Box 5769
  • Location
    Lafayette , IN
  • 47903-5769
  • Industry
    Plumbing, Heating, and Air-Conditioning Contractors
  • Administrator
    James Johnson
  • Net Plan Assets
    $88,900,000
  • Total Participants
    2,500
  • Avg Account Balance
    $36,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Below Avg.
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

11

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 60%
24%
American Funds American Balanced 33%
19%
Vanguard 500 Index 3%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Bogdahn Group Consulting
Investment Adviser
Stewart C. Miller & Company, Inc.
Investment Adviser
PNC
Auditor
L.M. Henderson & Co., LLP

Articles and Questions

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