Plan Snapshot
- Plan Sponsor: Board Of Trustees Atlanta Ironworkers Local 387 Pension Pl
- Sponsor EIN: 586051152
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Total Participants: 673
- Total Assets: $135.5M
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 | 673 | $135.5M | $5.6M | $0 |
| 2023 | 723 | $128.8M | $5.6M | $0 |
| 2022 | 574 | $123.8M | $5.0M | $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 |
|---|---|---|---|---|
| WEDGE CAPITAL MANAGEMENT LLC | Investment Advisor | $90,259 | — | $90,259 |
| CHEVY CHASE | Investment Advisor | $75,359 | — | $75,359 |
| GREAT LAKES ADVISORS | Investment Advisor | $69,785 | — | $69,785 |
| SOUTHERN BENEFIT ADMINISTRATORS INC | Recordkeeper | $67,363 | — | $67,363 |
| BHA CONSULTING | Actuary | $67,223 | — | $67,223 |
| AMALGAMATED BANK | Investment Advisor | $64,110 | — | $64,110 |
| INTERCONTINENTAL REAL ESTATE CORPOR | Investment Advisor | $56,547 | — | $56,547 |
| FRED ALGER MANAGEMENT | Investment Advisor | $50,331 | — | $50,331 |
| INVESTMENT PERFORMANCE SERVICE | Investment Advisor | $50,000 | — | $50,000 |
| STEVEN D EISENBERG CPA,PA | Auditor | $25,855 | — | $25,855 |
| QUINN CONNOR WEAVER DAVIES ROUCO L | ERISA Attorney | $10,016 | — | $10,016 |
| US BANK | Custodian / Trustee | $8,507 | — | $8,507 |
| NORTHERN TRUST INVESTMENTS | Investment Advisor | $5,058 | — | $5,058 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $640,413
- Estimated Expense Ratio: 0.473% 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 | $737,327 | $461,449 | $67,363 | $25,855 | — |
| 2023 | $804,184 | $499,710 | $66,892 | $26,317 | — |
| 2022 | $738,610 | $475,327 | $66,695 | — | $114,290 |