# Iron Workers Local 404 DC Plan
Source: https://planprovider.pro/companies/iron-workers-local-404-251754959-002

> Iron Workers Local 404's DC plan: 885 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 404

- **Sponsor EIN:** 251754959

- **Sponsor Address:** 1807 SPRING GARDEN STREET, PHILADELPHIA, PA, 19130

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 885

- **Total Assets:** $75.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|885|$75.5M|$3.5M|$0|

| 2023|899|$70.9M|$3.0M|$0|

| 2022|947|$66.4M|$3.1M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$51,454|—|$51,454|

| IRON WORKERS DIST. COUNCIL OF PHILA|Recordkeeper|$47,884|—|$47,884|

| MORGAN STANLEY SMITH BARNEY|Investment Advisor|$35,000|—|$35,000|

| CLEARY, JOSEM & TRIGIANI, LLP|Other Service Provider|$29,848|—|$29,848|

| ERNST & YOUNG|Auditor|$21,695|—|$21,695|

| FISCHER DORWART, P.C.|Other Service Provider|$17,628|—|$17,628|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $203,509

- **Estimated Expense Ratio:** 0.270% 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|$230,324|$86,205|$48,482|$16,750|—|

| 2023|$196,923|$73,603|$51,820|$16,750|—|

| 2022|$238,086|$96,614|$53,495|—|$67,970|

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