Plan Snapshot
- Plan Sponsor: Iron Workers No 28 Pension Fund
- Sponsor EIN: 546112218
- Sponsor Address: P.O BOX 13487, ROANOKE, VA, 240340009
- Plan Type: DB
- Total Participants: 249
- Total Assets: $62.2M
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 | 249 | $62.2M | $3.1M | $0 |
| 2023 | 236 | $54.3M | $2.9M | $0 |
| 2022 | 236 | $48.6M | $3.3M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $32,925 | — | $32,925 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,925
- Estimated Expense Ratio: 0.053% 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 | $323,739 | $59,441 | $95,430 | $32,925 | — |
| 2023 | $248,868 | $13,500 | $96,569 | — | — |
| 2022 | $229,473 | $15,000 | $93,579 | — | $68,037 |