Plan Snapshot
- Plan Sponsor: Board Of Trustees Southern Ironworkers Pension Fund
- Sponsor EIN: 596227091
- Sponsor Address: 603 STANWIX STREET, SUITE 1500, PITTSBURGH, PA, 152221004
- Plan Type: DB
- Total Participants: 851
- Total Assets: $188.1M
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 | 851 | $188.1M | $8.2M | $0 |
| 2023 | 874 | $179.1M | $8.5M | $0 |
| 2022 | 905 | $170.1M | $9.1M | $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 |
|---|---|---|---|---|
| INVESTMENT PERFORMANCE SERVICES | INVESTMENT ADVISOR | $104,726 | — | $104,726 |
| WEDGE CAPITAL MANAGEMENT | INVESTMENT MANAGEMENT | $102,951 | — | $102,951 |
| ZENITH-AMERICAN SOLUTIONS | CONTRACT ADMINISTRATOR | $87,032 | — | $87,032 |
| US BANK | CUSTODIAN | $69,502 | — | $69,502 |
| BHA CONSULTING | ACTUARIAL | $68,373 | — | $68,373 |
| BROWN ADVISORY LLC | INVESTMENT ADVISOR | $67,026 | — | $67,026 |
| SEGALL, BRYANT HAMILL | INVESTMENT MANAGEMENT | $60,263 | — | $60,263 |
| ABS ALLEGIANCE REAL ESTATE | INVESTMENT MANAGEMENT | $56,303 | — | $56,303 |
| STEVEN D. EISENBERG CPA,P.A. | AUDITOR | $31,656 | — | $31,656 |
| QUINN, CONNER, WEAVER, DAVIES & | LEGAL | $22,581 | — | $22,581 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $670,413
- Estimated Expense Ratio: 0.356% 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 | $1,114,701 | $756,644 | $87,032 | $31,656 | — |
| 2023 | $993,118 | $603,208 | $77,434 | $29,878 | — |
| 2022 | $886,790 | $553,348 | $74,456 | — | $111,297 |