Plan Snapshot
- Plan Sponsor: Iron Workers District Council Phila Vicinity Retirement And Pension
- Sponsor EIN: 236529504
- Sponsor Address: 12 EDISON PLACE, SPRINGFIELD, NJ, 07081
- Plan Type: DB
- Total Participants: 1,532
- Total Assets: $443.2M
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 | 1,532 | $443.2M | $0 | $0 |
| 2023 | 1,509 | $397.7M | $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 |
|---|---|---|---|---|
| FISCHER DORWART, PC | Auditor | $41,650 | — | $41,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,650
- Estimated Expense Ratio: 0.009% 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 | $3,211,549 | $1,861,257 | $413,556 | $41,650 | — |
| 2023 | $2,382,298 | $1,127,784 | $418,072 | — | $271,521 |