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
- 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. |
|---|---|---|---|---|
| 2025 | 3,646 | $1.2B | $0 | $0 |
| 2024 | 3,250 | $1.0B | $0 | $0 |
| 2023 | 2,992 | $951.8M | $0 | $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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $79,586 | — | $79,586 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,586
- Estimated Expense Ratio: 0.007% 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 |
|---|---|---|---|---|---|
| 2025 | $2,432,284 | $829,800 | $513,561 | $79,586 | — |
| 2024 | $2,364,500 | $842,576 | $536,204 | $74,787 | — |
| 2023 | $2,659,036 | $789,003 | — | — | $336,607 |