# Board Of Trustees Of Iron Workers Local 395 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-iron-workers-local-395-annuity-fund-plan

> Board Of Trustees Of Iron Workers Local 395 Annuity Fund's DC plan: 754 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Iron Workers Local 395 Annuity Fund

- **Sponsor EIN:** 351959984

- **Sponsor Address:** ZENITH AMERICAN SOLUTIONS, INC., OAK BROOK, IL, 60523

- **Plan Type:** DC

- **Total Participants:** 754

- **Total Assets:** $70.2M

## 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|754|$70.2M|$7.0M|$0|

| 2023|824|$62.0M|$6.6M|$0|

| 2022|700|$51.7M|$6.3M|$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|

| ZENITH AMERICAN SOLUTIONS|NONE|$104,662|—|$104,662|

| CAPFINANCIAL PARTNERS, LLC|NONE|$58,125|—|$58,125|

| MATRIX TRUST COMPANY|NONE|$25,771|—|$25,771|

| ASHER, GITTLER & D'ALBA, LTD.|NONE|$24,228|—|$24,228|

| LEGACY PROFESSIONALS LLP|NONE|$21,674|—|$21,674|

### Verified Provider Profiles

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

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $234,460

- **Estimated Expense Ratio:** 0.334% 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|$244,428|$83,896|$98,679|$13,850|—|

| 2023|$270,054|$84,440|$115,141|$13,550|—|

| 2022|$232,911|$72,969|$104,961|—|$26,743|

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