# Iron Workers District Council Of Tn Valley & Vicinity Pension Plan DB Plan
Source: https://planprovider.pro/companies/iron-workers-district-council-of-tn-valley-vicinity-pension-plan-plan

> Iron Workers District Council Of Tn Valley & Vicinity Pension Plan's DB plan: 1,544 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — NONE

- [DANIELS, IRWIN & AYLOR CPAS](https://planprovider.pro/provider/daniels-irwin-and-aylor) — 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|

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