# Board Of Trustees, Iron Workers Local No. 5 & Iwea DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-iron-workers-local-no-5-iwea-plan

> Board Of Trustees, Iron Workers Local No. 5 & Iwea's DB plan: 768 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 No. 5 & Iwea

- **Sponsor EIN:** 521075473

- **Sponsor Address:** 7525 SE 24TH ST STE 200, MERCER ISLAND, WA, 98040

- **Plan Type:** DB

- **Total Participants:** 768

- **Total Assets:** $399.5M

## 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|768|$399.5M|$0|$0|

| 2023|799|$373.0M|$0|$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|

| MILLER KAPLAN ARASE LLP|Auditor|$45,700|—|$45,700|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,700

- **Estimated Expense Ratio:** 0.011% 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|$2,232,447|$1,452,809|$269,160|$45,700|—|

| 2023|$1,900,243|$1,352,382|$206,703|—|$158,644|

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