Plan Snapshot
- Plan Sponsor: Iron Workers District Council Of Southern Ohio & Vicinity
- Sponsor EIN: 316108920
- Sponsor Address: 1470 WORLDWIDE PL, VANDALIA, OH, 453771156
- Plan Type: DC
- Plan Number: 001
- Total Participants: 8,041
- Total Assets: $533.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,041 | $533.3M | $39.4M | $0 |
| 2023 | 7,205 | $476.2M | $33.8M | $0 |
| 2022 | 6,936 | $441.0M | $28.9M | $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 |
|---|---|---|---|---|
| IWDC OF SO OH BENEFIT TRUST | Other Service Provider | $472,972 | — | $472,972 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $396,826 | — | $396,826 |
| OVERMYER HALL ASSOCIATES | Other Service Provider | $89,654 | — | $89,654 |
| FAULKNER, HOFFMAN & PHILLIPS, LLP | Other Service Provider | $71,691 | — | $71,691 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $64,248 | — | $64,248 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $61,262 | — | $61,262 |
| SEGAL MARCO ADVISORS | Other Service Provider | $56,333 | — | $56,333 |
| IWDC OF SO OH PENSION TRUST | Other Service Provider | $34,613 | — | $34,613 |
| VOLO TECHNOLOGIES | Other Service Provider | $25,246 | — | $25,246 |
| DATAMATION IMAGING SERVICES | Other Service Provider | $16,433 | — | $16,433 |
| QUALITY PUBLISHING COMPANY | Other Service Provider | $10,391 | — | $10,391 |
| NEPHOX, LLC | Other Service Provider | $7,788 | — | $7,788 |
| U.S. BANK | Other Service Provider | $6,966 | — | $6,966 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,314,423
- Estimated Expense Ratio: 0.246% 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 | $1,257,710 | $56,333 | $439,579 | $61,262 | — |
| 2023 | $1,196,131 | $53,937 | $546,001 | $58,828 | — |
| 2022 | $1,180,832 | $52,000 | $340,166 | — | $114,951 |