# Board Of Trustees Southern Ironworkers Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-southern-ironworkers-pension-fund-plan

> Board Of Trustees Southern Ironworkers Pension Fund's DB plan: 851 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 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](https://planprovider.pro/provider/john-hancock) — 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|

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