Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ironworkers Local No. 6 Profit Sharing Plan
- Sponsor EIN: 261899241
- Sponsor Address: 196 ORCHARD PARK ROAD, WEST SENECA, NY, 14224
- Plan Type: DC
- Plan Number: 001
- Total Participants: 359
- Total Assets: $32.2M
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 | 359 | $32.2M | $3.0M | $0 |
| 2023 | 332 | $28.2M | $2.1M | $0 |
| 2022 | 342 | $25.1M | $2.0M | $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 |
|---|---|---|---|---|
| ARCARA LENDA EUSANIO & STACEY CPAS | Other Service Provider | $32,130 | — | $32,130 |
| RONALD SOKOLOWSKI | Other Service Provider | $29,600 | — | $29,600 |
| TAMMI HABERMEHL | Other Service Provider | $27,426 | — | $27,426 |
| MARINER INSTITUTIONAL, LLC | Other Service Provider | $16,000 | — | $16,000 |
| M&T BANK | Recordkeeper | $14,063 | — | $14,063 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, INC | Other Service Provider | $12,133 | — | $12,133 |
| LIPSITZ GREEN SCIME & CAMBRIA LLP | Other Service Provider | $5,173 | — | $5,173 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- M&T BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,525
- Estimated Expense Ratio: 0.425% 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 | $179,027 | $16,000 | — | $32,130 | — |
| 2023 | $223,569 | $16,000 | — | $30,325 | — |
| 2022 | $196,346 | $26,785 | — | — | $57,953 |