# Iron Workers No 28 Pension Fund DB Plan
Source: https://planprovider.pro/companies/iron-workers-no-28-pension-fund-plan

> Iron Workers No 28 Pension Fund&#39;s DB plan: 249 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 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](https://planprovider.pro/provider/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|

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