# Iron Workers Local 399 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/iron-workers-local-399-annuity-fund-plan

> Iron Workers Local 399 Annuity Fund's DC plan: 1,711 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iron Workers Local 399 Annuity Fund

- **Sponsor EIN:** 222563067

- **Sponsor Address:** 26 E. FLEMING PIKE, HAMMONTON, NJ, 08037

- **Plan Type:** DC

- **Total Participants:** 1,711

- **Total Assets:** $122.3M

## 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|1,711|$122.3M|$0|$0|

| 2023|1,767|$116.9M|$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, P.C.|Auditor|$16,000|—|$16,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.013% 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|$721,816|—|—|$16,000|—|

| 2023|$731,211|$55,438|—|—|$27,733|

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