Plan Snapshot
- Plan Sponsor: Board Of Trustees Iron Workers Of Western PA Profit Sharing Plan
- Sponsor EIN: 251318890
- Sponsor Address: 2201 LIBERTY AVE, PITTSBURGH, PA, 152224512
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2,003
- Total Assets: $234.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,003 | $234.1M | $0 | $0 |
| 2024 | 1,777 | $226.4M | $14.6M | $0 |
| 2023 | 1,850 | $220.5M | $14.9M | $0 |
| 2022 | 1,963 | $207.3M | $15.1M | $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 |
|---|---|---|---|---|
| EMPOWER | Other Service Provider | $98,413 | — | $98,413 |
| MARQUETTE ASSOCIATES | Other Service Provider | $50,000 | — | $50,000 |
| TUCKER ARENSBURG | Other Service Provider | $27,876 | — | $27,876 |
| DICLAUDIO & KRAMER, LLC | Other Service Provider | $21,554 | — | $21,554 |
| LOGAN, METTLEY, & NEWCOMER, PLC | Other Service Provider | $11,032 | — | $11,032 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,875
- Estimated Expense Ratio: 0.089% 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 |
|---|---|---|---|---|---|
| 2025 | $33,061,796 | $50,000 | — | $21,554 | — |
| 2024 | $669,046 | $50,000 | — | $19,054 | — |
| 2023 | $667,184 | $56,667 | — | $19,049 | — |
| 2022 | $666,050 | $66,000 | — | — | $102,701 |