Plan Snapshot
- Plan Sponsor: Iron Workers Local Union No. 92
- Sponsor EIN: 630880818
- Sponsor Address: 2828 FOURTH AVENUE SOUTH, BIRMINGHAM, AL, 35233
- Plan Type: DC
- Total Participants: 924
- Total Assets: $58.1M
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 | 924 | $58.1M | $4.5M | $0 |
| 2023 | 852 | $51.5M | $3.8M | $0 |
| 2022 | 885 | $47.6M | $3.7M | $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 |
|---|---|---|---|---|
| DANIELS, IRWIN & AYLOR, CPAS | Auditor | $16,200 | — | $16,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,200
- Estimated Expense Ratio: 0.028% 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 | $220,214 | $114,112 | $47,424 | $16,200 | — |
| 2023 | $205,888 | $114,634 | $42,812 | $12,500 | — |
| 2022 | $191,593 | $95,232 | $41,828 | — | $21,205 |