# Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund DB Plan
Source: https://planprovider.pro/companies/iron-workers-local-40-361-pension-fund-plan

> Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund's DB plan: 1,826 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 Pension Fund

- **Sponsor EIN:** 516102576

- **Sponsor Address:** 451 PARK AVENUE SOUTH, NEW YORK, NY, 100167390

- **Plan Type:** DB

- **Total Participants:** 1,826

- **Total Assets:** $728.8M

## 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|1,826|$728.8M|$46.0M|$0|

| 2023|1,891|$672.2M|$47.8M|$0|

| 2022|2,181|$641.6M|$51.7M|$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|

| LORD ABBETT & CO LLC|NONE|$688,649|—|$688,649|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$525,120|—|$525,120|

| EAGLE CAPITAL MANAGEMENT LLC|NONE|$331,831|—|$331,831|

| INTERCONTINENTAL REAL ESTATE CORP|NONE|$271,540|—|$271,540|

| MANNING & NAPIER ADVISORS LLC|NONE|$161,761|—|$161,761|

| DOLAN MCENIRY CAPITAL MANAGMENT LLC|NONE|$148,439|—|$148,439|

| WCM FOCUSED INT'L GROWTH FUND LP|NONE|$147,732|—|$147,732|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$122,378|—|$122,378|

| BNY MELLON|NONE|$100,784|—|$100,784|

| THE SEGAL CO. (EASTERN STATES) INC.|NONE|$74,875|—|$74,875|

| COLLERAN O' HARA MILLS|ATTORNEY|$71,475|—|$71,475|

| STEVEN N. DAVI, PLLC|ATTORNEY|$71,336|—|$71,336|

| SCHULTHEIS & PANETTIERI LLP|AUDITOR|$68,250|—|$68,250|

| ATALANTA SOSNOFF CAPITAL LLC|NONE|$51,968|—|$51,968|

| BROAD CORE INVESTMENTS|NONE|$19,207|—|$19,207|

| GRASSI & CO CPA'S|NONE|$8,609|—|$8,609|

### 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

- [EAGLE CAPITAL MANAGEMENT LLC](https://planprovider.pro/provider/eagle-capital-management-llc) — NONE

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

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

- [GRASSI & CO CPA'S](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:** $2,863,954

- **Estimated Expense Ratio:** 0.393% 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|$3,728,367|$2,075,442|—|$76,859|—|

| 2023|$3,312,499|$1,648,518|—|$68,714|—|

| 2022|$2,872,714|$1,737,694|—|—|$296,620|

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

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