# Iron Workers District Council Of Southern Ohio & Vicinity DC Plan
Source: https://planprovider.pro/companies/iron-workers-district-council-of-southern-ohio-vicinity-plan-001-8920

> Iron Workers District Council Of Southern Ohio & Vicinity's DC plan: 8,041 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|8,041|$533.3M|$0|$0|

| 2024|7,205|$476.2M|$0|$0|

| 2023|6,936|$441.0M|$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|$61,262|—|$61,262|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,262

- **Estimated Expense Ratio:** 0.011% 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|$1,257,710|$56,333|$439,579|$61,262|—|

| 2024|$1,196,131|$53,937|$546,001|$58,828|—|

| 2023|$1,180,832|$52,000|$340,166|—|$114,951|

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