Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Southeastern Ironworkers Annuity Plan
- Sponsor EIN: 586319526
- Sponsor Address: P.O. BOX 1492, MOBILE, AL, 366331492
- Plan Type: DC
- Total Participants: 3,638
- Total Assets: $36.7M
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 | 3,638 | $36.7M | $0 | $0 |
| 2023 | 3,640 | $32.7M | $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 |
|---|---|---|---|---|
| STEVEN D EISENBERG CPA, P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $239,098 | $134,053 | $38,591 | $12,854 | — |
| 2023 | $231,417 | $144,996 | $38,941 | — | $25,589 |