# Iron Workers District Council Of Southern Ohio & Vicinity DB Plan
Source: https://planprovider.pro/companies/iron-workers-district-council-of-southern-ohio-vicinity-316038516-001

> Iron Workers District Council Of Southern Ohio & Vicinity's DB plan: 3,646 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/russell-investments) — 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|

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