# Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru DC Plan
Source: https://planprovider.pro/companies/ironworkers-district-council-of-the-paci-field-ironworkers-annuity-tru-911342114-002

> Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru's DC plan: 7,218 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru

- **Sponsor EIN:** 911342114

- **Sponsor Address:** 7525 S.E. 24TH STREET, SUITE 200, MERCER ISLAND, WA, 98040

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 7,218

- **Total Assets:** $593.8M

## 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:** Yes

## Plan Financials by Year

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

| 2024|7,218|$593.8M|$38.5M|$0|

| 2023|7,434|$560.6M|$38.9M|$0|

| 2022|7,520|$483.7M|$41.0M|$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|

| WASHINGTON CAPITAL MANAGEMENT, INC|Other Service Provider|$464,686|—|$464,686|

| SIERRA INVESTMENT PARTNERS|Other Service Provider|$447,506|—|$447,506|

| MILLIMAN, INC.|Recordkeeper|$281,020|—|$281,020|

| LOOMIS SAYLES & COMPANY, LP|Other Service Provider|$272,628|—|$272,628|

| WELFARE & PENSION ADMIN SVC, INC.|Other Service Provider|$240,646|—|$240,646|

| HOOD RIVER CAPITAL MANAGEMENT|Other Service Provider|$204,498|—|$204,498|

| MATRIX TRUST COMPANY|Recordkeeper|$142,526|—|$142,526|

| PANAGORA ASSET MANAGEMENT, INC|Other Service Provider|$84,547|—|$84,547|

| SUN LIFE CAPITAL MANAGEMENT, LLC|Other Service Provider|$76,957|—|$76,957|

| VERUS|Other Service Provider|$73,750|—|$73,750|

| MARSH & MCLENNAN AGENCY LLC|Other Service Provider|$69,227|—|$69,227|

| BARLOW COUGHRAN MORALES & JOSEPHSON|Other Service Provider|$24,231|—|$24,231|

| CALPA ADVISORS LLC|Other Service Provider|$20,000|—|$20,000|

| ANASTASI, MOORE & MARTIN, PLLC|Auditor|$18,450|—|$18,450|

| TURNER, STOEVE & GAGLIARDI PS|Other Service Provider|$11,314|—|$11,314|

| BANK OF AMERICA|Other Service Provider|$5,319|—|$5,319|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

- [ANASTASI, MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,437,305

- **Estimated Expense Ratio:** 0.410% 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|$2,452,751|$1,792,417|$458,904|$18,450|—|

| 2023|$2,176,588|$1,529,984|$461,208|$17,500|—|

| 2022|$2,016,817|$1,360,510|$452,828|—|$100,867|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ironworkers-district-council-of-the-paci-field-ironworkers-annuity-tru-911342114-002)

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