Plan Snapshot
- Plan Sponsor: Iron Workers District Council Of Southern Ohio & Vicinity
- Sponsor EIN: 316038516
- Sponsor Address: 1470 WORLDWIDE PL, VANDALIA, OH, 453771156
- Plan Type: DB
- Plan Number: 001
- Total Participants: 3,646
- Total Assets: $1.2B
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 | 3,646 | $1.2B | $70.5M | $0 |
| 2023 | 3,250 | $1.0B | $60.9M | $0 |
| 2022 | 2,992 | $951.8M | $55.8M | $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 |
|---|---|---|---|---|
| IDWC OF SW OH BENEFIT TRUST | Other Service Provider | $553,368 | — | $553,368 |
| SEGAL MARCO ADVISORS | Other Service Provider | $316,250 | — | $316,250 |
| FIDELITY INVESTMENT ASSET MGMT | Other Service Provider | $229,496 | — | $229,496 |
| OVERMYER HALL ASSOCIATES | Other Service Provider | $192,747 | — | $192,747 |
| THE HORTON GROUP | Other Service Provider | $150,000 | — | $150,000 |
| TRIBUTARY CAPITAL MANAGEMENT | Other Service Provider | $148,210 | — | $148,210 |
| CLARK, SCHAEFER, HACEKTT & CO. | Other Service Provider | $79,586 | — | $79,586 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $69,947 | — | $69,947 |
| NORTHERN TRUST COLLECTIVE INVST TR | Other Service Provider | $64,084 | — | $64,084 |
| QUALITY PUBLISHING COMPANY | Other Service Provider | $58,110 | — | $58,110 |
| U.S. BANK | Other Service Provider | $57,992 | — | $57,992 |
| FAULKNER, HOFFMAN & PHILLIPS LLP | Other Service Provider | $49,804 | — | $49,804 |
| SEGAL COMPANY MIDWEST | Other Service Provider | $44,353 | — | $44,353 |
| VOLO TECHNOLOGIES | Other Service Provider | $43,079 | — | $43,079 |
| MONTGOMERY COUNTY TREASURER | Other Service Provider | $24,983 | — | $24,983 |
| DATAMATION IMAGING SERVICES | Other Service Provider | $16,433 | — | $16,433 |
| CINCINNATI INSURANCE | Other Service Provider | $15,677 | — | $15,677 |
| STATE STREET - RUSSELL 2000 | Investment Advisor | $13,768 | — | $13,768 |
| NEPHOX, LLC | Other Service Provider | $7,788 | — | $7,788 |
| SEGAL BENZ | Other Service Provider | $6,270 | — | $6,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STATE STREET - RUSSELL 2000 — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,141,945
- Estimated Expense Ratio: 0.185% 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 | $2,432,284 | $829,800 | $513,561 | $79,586 | — |
| 2023 | $2,364,500 | $842,576 | $536,204 | $74,787 | — |
| 2022 | $2,659,036 | $789,003 | — | — | $336,607 |