# Board Of Trustees Iron Workers Local 401 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-iron-workers-local-401-annuity-fund-plan

> Board Of Trustees Iron Workers Local 401 Annuity Fund's DC plan: 820 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Iron Workers Local 401 Annuity Fund

- **Sponsor EIN:** 232191989

- **Sponsor Address:** 11600 NORCOM ROAD, PHILADELPHIA, PA, 19154

- **Plan Type:** DC

- **Total Participants:** 820

- **Total Assets:** $139.7M

## 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|820|$139.7M|$11.3M|$0|

| 2023|847|$129.4M|$7.8M|$0|

| 2022|995|$121.0M|$6.0M|$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|

| IRON WORKERS LOCAL 401|LOCAL UNION|$214,621|—|$214,621|

| MERRILL LYNCH|NONE|$158,887|—|$158,887|

| ATALANTA SOSNOFF CAPITAL|NONE|$121,699|—|$121,699|

| INTERCONTINENTL ENHANCED CORE US|NONE|$121,634|—|$121,634|

| LOOMIS SAYLES|NONE|$85,982|—|$85,982|

| EATON VANCE|NONE|$82,502|—|$82,502|

| PNC BANK, N.A.|NONE|$35,069|—|$35,069|

| CLEARY, JOSEM & TRIGIANI|NONE|$24,560|—|$24,560|

| LAZARD ASSET MANAGEMENT|NONE|$22,929|—|$22,929|

| FISCHER DORWART, P.C.|NONE|$20,005|—|$20,005|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$17,721|—|$17,721|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $905,609

- **Estimated Expense Ratio:** 0.648% 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|$938,302|$593,651|$214,621|$20,005|—|

| 2023|$875,673|$564,706|$199,525|$19,000|—|

| 2022|$843,286|$595,946|—|—|$28,165|

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