Plan Snapshot
- Plan Sponsor: Board Of Trustees Atlanta Ironworkers Supplemental Retirem
- Sponsor EIN: 832850021
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370700358
- Plan Type: DC
- Total Participants: 1,276
- Total Assets: $5.4M
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 | 1,276 | $5.4M | $1.6M | $0 |
| 2023 | 1,210 | $3.7M | $1.1M | $0 |
| 2022 | 1,011 | $2.4M | $936,600 | $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 |
|---|---|---|---|---|
| STEVEN D EISENBERG CPA, P.A | Auditor | $8,902 | — | $8,902 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,902
- Estimated Expense Ratio: 0.166% 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 | $39,393 | — | $25,241 | $8,902 | — |
| 2023 | $30,601 | — | $17,416 | $8,943 | — |
| 2022 | $20,677 | — | $9,753 | — | $7,237 |