Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The I.A.M. National Pension Fund
- Sponsor EIN: 516031295
- Sponsor Address: 99 M STREET, SE, WASHINGTON, DC, 200034595
- Plan Type: DB
- Total Participants: 102,863
- Total Assets: $15.0B
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 | 102,863 | $15.0B | $640.2M | $0 |
| 2023 | 102,493 | $14.3B | $569.9M | $0 |
| 2022 | 92,151 | $13.8B | $533.2M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $163,526 | — | $163,526 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,526
- Estimated Expense Ratio: 0.001% 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 | $95,517,248 | $37,018,230 | — | $163,526 | — |
| 2023 | $92,830,933 | $39,363,347 | — | $148,759 | — |
| 2022 | $78,629,326 | $31,664,198 | — | — | $3,703,346 |