# Board Of Trustees Iron Workers Local 580 Shop Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-iron-workers-local-580-shop-pension-fund-136613876-001

> Board Of Trustees Iron Workers Local 580 Shop Pension Fund's DB plan: 0 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 580 Shop Pension Fund

- **Sponsor EIN:** 136613876

- **Sponsor Address:** 501 WEST 42ND STREET, NEW YORK, NY, 10036

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $5.1M

## 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|0|$5.1M|$142,749|$0|

| 2023|0|$6.3M|$129,611|$0|

| 2022|0|$7.2M|$157,428|$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|

| THE SEGAL CO. (EASTERN STATES) INC.|Actuary|$47,033|—|$47,033|

| LAW OFFICE OF STEVEN N. DAVI, PLLC|ERISA Attorney|$34,957|—|$34,957|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$27,000|—|$27,000|

| COLLERAN, O'HARA & MILLS, LLP|ERISA Attorney|$18,000|—|$18,000|

| MORGAN STANLEY GRAYSTONE|Recordkeeper|$17,925|—|$17,925|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|—|$9,905|$9,905|

| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|Other Service Provider|$5,604|—|$5,604|

### Verified Provider Profiles

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

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

- [MORGAN STANLEY GRAYSTONE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $160,424

- **Estimated Expense Ratio:** 3.167% 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|$259,216|$18,272|—|$27,000|—|

| 2023|$261,537|$18,001|—|$27,000|—|

| 2022|$285,353|$17,302|—|—|$138,203|

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