Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Iron Workers Local 17 Annuity Fund
- Sponsor EIN: 341290643
- Sponsor Address: 5600 NEW KING DRIVE, SUITE 330, TROY, MI, 480982604
- Plan Type: DC
- Total Participants: 1,369
- Total Assets: $101.0M
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. |
|---|---|---|---|---|
| 2025 | 1,369 | $101.0M | $0 | $0 |
| 2024 | 1,290 | $89.0M | $0 | $0 |
| 2023 | 1,160 | $75.9M | $0 | $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 |
|---|---|---|---|---|
| BONADIO &CO., LLP | Auditor | $14,700 | — | $14,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO &CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,700
- Estimated Expense Ratio: 0.015% 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 | $333,006 | $25,000 | $58,001 | $14,700 | — |
| 2024 | $284,637 | $25,000 | $57,000 | $8,500 | — |
| 2023 | $345,408 | $25,000 | $114,014 | — | $29,043 |