Plan Snapshot
- Plan Sponsor: Iron Workers District Council Of Tn Valley & Vicinity Pension Plan
- Sponsor EIN: 626098036
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Total Participants: 1,544
- Total Assets: $184.5M
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 | 1,544 | $184.5M | $16.9M | $0 |
| 2023 | 1,502 | $166.8M | $15.4M | $0 |
| 2022 | 1,530 | $147.2M | $14.3M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | NONE | $308,281 | — | $308,281 |
| SOUTHERN BENEFIT ADMINISTRATORS | NONE | $110,482 | — | $110,482 |
| BHA CONSULTING | NONE | $96,043 | — | $96,043 |
| RELIANCE TRUST COMPANY | NONE | $87,569 | — | $87,569 |
| BOYD WATTERSON ASSET MANAGEMENT | NONE | — | $58,633 | $58,633 |
| DANIELS, IRWIN & AYLOR CPAS | NONE | $33,600 | — | $33,600 |
| STRANCH, JENNINGS & GARVEY PLLC | NONE | $26,216 | — | $26,216 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — NONE
- DANIELS, IRWIN & AYLOR CPAS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $720,824
- Estimated Expense Ratio: 0.391% 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 | $842,643 | $391,851 | $108,000 | $33,600 | — |
| 2023 | $687,736 | $261,030 | $108,000 | $32,375 | — |
| 2022 | $687,715 | $252,507 | $108,000 | — | $110,187 |