# Board Of Trustees Iron Workers' Locals No. 15 & 424 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-iron-workers-locals-no-15-424-061074625-002

> Board Of Trustees Iron Workers' Locals No. 15 & 424's 401(k) plan: 3,164 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' Locals No. 15 & 424

- **Sponsor EIN:** 061074625

- **Sponsor Address:** 162 WEST ST, BLDG 2, SUITE J, CROMWELL, CT, 064164404

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 3,164

- **Total Assets:** $79.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,164|$79.6M|$4.7M|$111,624|

| 2023|3,470|$75.4M|$5.0M|$167,698|

| 2022|1,231|$71.5M|$4.6M|$159,430|

## 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|

| REID & REIGE P.C.|Other Service Provider|$40,000|—|$40,000|

| EMPLOYEE X|Recordkeeper|$39,905|—|$39,905|

| EMPLOYEE Z|Recordkeeper|$36,062|—|$36,062|

| NOVAK FRANCELLA, LLC|Auditor|$27,527|—|$27,527|

| SEGAL MARCO ADVISORS. INC.|Other Service Provider|$23,103|—|$23,103|

| R.M. CHEVERIE & ASSOCIATES|Other Service Provider|$9,331|—|$9,331|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$7,667|—|$7,667|

### Verified Provider Profiles

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

- [EMPLOYEE X](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE Z](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $183,595

- **Estimated Expense Ratio:** 0.231% 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|$254,600|$23,103|—|$21,475|—|

| 2023|$256,096|$30,150|—|$21,875|—|

| 2022|$234,122|$30,000|—|—|$75,929|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-iron-workers-locals-no-15-424-061074625-002)

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