Plan Snapshot
- Plan Sponsor: Board Of Trustees Ironworkers Local No. 6 Pension Fund
- Sponsor EIN: 166085493
- Sponsor Address: 196 ORCHARD PARK ROAD, WEST SENECA, NY, 14224
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1.2M
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 | $1.2M | $587 | $0 |
| 2023 | 0 | $1.2M | $551 | $0 |
| 2022 | 0 | $1.2M | $5,059 | $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 |
|---|---|---|---|---|
| RONALD SOKOLOWSKI | Other Service Provider | $44,400 | — | $44,400 |
| TAMMI HABERMEHL | Other Service Provider | $34,283 | — | $34,283 |
| USI CONSULTING GROUP | Other Service Provider | $27,600 | — | $27,600 |
| ARCARA LENDA EUSANIO & STACEY CPAS | Other Service Provider | $19,357 | — | $19,357 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $12,133 | — | $12,133 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,773
- Estimated Expense Ratio: 11.596% 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 | $187,080 | — | — | $19,357 | — |
| 2023 | $225,795 | — | — | $21,540 | — |
| 2022 | $136,459 | — | — | — | $51,091 |