# I.A.T.S.E. Local 3 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/i-a-t-s-e-local-3-annuity-fund-plan

> I.A.T.S.E. Local 3 Annuity Fund's DC plan: 712 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** I.A.T.S.E. Local 3 Annuity Fund

- **Sponsor EIN:** 208539583

- **Sponsor Address:** THREE GATEWAY CENTER, STE 1625, PITTSBURGH, PA, 15222

- **Plan Type:** DC

- **Total Participants:** 712

- **Total Assets:** $7.2M

## 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|712|$7.2M|$905,662|$0|

| 2023|798|$6.2M|$890,532|$0|

| 2022|771|$5.0M|$748,982|$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|

| C.W. BREITSMAN ASSOCIATES LLC|NONE|$30,000|—|$30,000|

| XPYRIA INVESTMENT ADVISORS|NONE|$18,487|—|$18,487|

| CYPHER & CYPHER|NONE|$6,930|—|$6,930|

| CERITY PARTNERS|NONE|$6,592|—|$6,592|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $62,009

- **Estimated Expense Ratio:** 0.856% 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|$80,635|$25,079|$30,000|$6,930|—|

| 2023|$70,683|$23,031|$30,000|$6,600|—|

| 2022|$66,064|$22,236|$30,000|—|$8,827|

## Similar Plans

- [Limbach Facility Services LLC](https://planprovider.pro/companies/limbach-facility-services-llc-401k-plan) — 750 participants

- [Infraservices Group Resources](https://planprovider.pro/companies/infraservices-group-resources-401k-plan) — 647 participants

- [Bath Saver, INC.](https://planprovider.pro/companies/bath-saver-inc-401k-plan) — 552 participants

- [People 2.0 Global, LLC](https://planprovider.pro/companies/people-2-0-global-lp-plan) — 907 participants

- [Dgi-Menard, INC.](https://planprovider.pro/companies/dgi-menard-inc-plan) — 961 participants

- [Heat & Frost Insulators & Asbestos Workers Local Union 38](https://planprovider.pro/companies/heat-frost-insulators-asbestos-workers-local-union-38-plan) — 454 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/i-a-t-s-e-local-3-annuity-fund-plan)

© 2026 PlanProvider.Pro