# Board Of Trustees - Ironworkers Local Union No. 167 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ironworkers-local-union-no-167-pension-plan-plan

> Board Of Trustees - Ironworkers Local Union No. 167 Pension Plan's DB plan: 828 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Ironworkers Local Union No. 167 Pension Plan

- **Sponsor EIN:** 620787578

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** DB

- **Total Participants:** 828

- **Total Assets:** $73.5M

## 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|828|$73.5M|$8.5M|$0|

| 2023|528|$61.5M|$4.0M|$0|

| 2022|224|$54.4M|$1.9M|$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|

| SOUTHERN BENEFIT ADMINISTRATORS|NONE|$68,656|—|$68,656|

| BOYD WATTERSON|NONE|—|$49,801|$49,801|

| AMALGAMATED BANK|NONE|$40,500|$383|$40,883|

| NEW TOWER TRUST COMPANY|NONE|—|$30,788|$30,788|

| REYNOLDS CONSULTING SERVICES, LLC|NONE|$30,495|—|$30,495|

| DANIELS IRWIN & AYLOR|NONE|$21,150|—|$21,150|

| ULLICO|NONE|$21,142|—|$21,142|

| CCA BLACK, LP|NONE|$11,043|$9,997|$21,040|

| GODWIN MORRIS LAURENZI & BLOOMFIELD|NONE|$16,208|—|$16,208|

| REGIONS BANK|NONE|$13,078|—|$13,078|

| FENIMORE ASSET MANAGEMENT|NONE|$11,630|—|$11,630|

| UNITED ACTUARIAL SERVICES|NONE|$6,400|—|$6,400|

### Verified Provider Profiles

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

- [DANIELS IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $331,271

- **Estimated Expense Ratio:** 0.451% 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|$293,820|$114,811|$43,200|$21,150|—|

| 2023|$301,212|$62,878|$43,200|$17,800|—|

| 2022|$225,914|$79,184|$43,200|—|$39,349|

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