Plan Snapshot
- Plan Sponsor: Brd Of Trust Of The Southern Coun- Cil Of Industrial Workers Pen Fund
- Sponsor EIN: 620977497
- Sponsor Address: 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 086281020
- Plan Type: DB
- Total Participants: 0
- Total Assets: $162,106
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 | 0 | $162,106 | $0 | $0 |
| 2023 | 0 | $164,874 | $0 | $0 |
| 2022 | 0 | $145,256 | $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 |
|---|---|---|---|---|
| L.M. HENDERSON & COMPANY, LLP | Auditor | $14,400 | — | $14,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,400
- Estimated Expense Ratio: 8.883% 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 | $79,609 | — | $41,340 | $14,400 | — |
| 2023 | $74,854 | — | $39,780 | $14,000 | — |
| 2022 | $73,652 | — | $39,000 | — | $19,953 |