# Iron Workers District Council Of Southern Ohio & Vicinity DC Plan
Source: https://planprovider.pro/companies/iron-workers-district-council-of-southern-ohio-vicinity-316108920-001

> Iron Workers District Council Of Southern Ohio & Vicinity's DC plan: 8,041 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:** 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|

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