# Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/iron-workers-local-40-361-417-annuity-plan

> Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund's DC plan: 2,187 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Iron Workers Locals 40, 361 & 417 Annuity Fund

- **Sponsor EIN:** 237299279

- **Sponsor Address:** 451 PARK AVENUE SOUTH, NEW YORK, NY, 10016

- **Plan Type:** DC

- **Total Participants:** 2,187

- **Total Assets:** $1.2B

## 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|2,187|$1.2B|$51.5M|$0|

| 2023|2,357|$1.2B|$48.8M|$0|

| 2022|4,998|$1.1B|$52.7M|$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|

| ATALANTA SOSNOFF CAPITAL LLC|NONE|$607,730|—|$607,730|

| MANNING & NAPIER ADVISORS LLC|NONE|$511,087|—|$511,087|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$440,396|—|$440,396|

| INSIGHT NORTH AMERICA LLC|NONE|$281,053|—|$281,053|

| F/M INVESTMENTS LLC|NONE|$249,396|—|$249,396|

| INTERCONTINENTAL REAL ESTATE CORP|NONE|$217,892|—|$217,892|

| WCM FOCUSED INTL GROWTH FUND LP|NONE|$132,860|—|$132,860|

| COLLERAN O'HARA & MILLS LLP|ATTORNEY|$39,264|$57,437|$96,701|

| SCHULTHEIS & PANETTIERI|AUDITOR|$76,350|—|$76,350|

| THE SEGAL CO. (EASTERN STATES), INC|NONE|$56,000|—|$56,000|

| STEVEN N DAVI PLLC|NONE|$39,186|—|$39,186|

| BNY MELLON|INV CUSTODIAN|$21,170|—|$21,170|

| GRASSI AND CO CPA'S PC|NONE|$12,336|—|$12,336|

### 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/jp-morgan-asset-management) — NONE

- [SCHULTHEIS & PANETTIERI](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — AUDITOR

- [GRASSI AND CO CPA'S PC](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,742,157

- **Estimated Expense Ratio:** 0.225% 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|$3,827,253|$2,595,587|—|$88,686|—|

| 2023|$3,118,473|$1,879,953|—|$82,996|—|

| 2022|$3,024,139|$2,233,431|—|—|$209,379|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iron-workers-local-40-361-417-annuity-plan)

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