Plan Snapshot
- Plan Sponsor: Ironworkers Local 11 Annuity Fund Board Of Trustees
- Sponsor EIN: 516135653
- Sponsor Address: 12 EDISON PLACE, SPRINGFIELD, NJ, 07081
- Plan Type: DC
- Total Participants: 1,148
- Total Assets: $375.5M
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 | 1,148 | $375.5M | $0 | $0 |
| 2023 | 1,159 | $383.9M | $0 | $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 |
|---|---|---|---|---|
| FISCHER DORWART, P.C. | Auditor | $38,725 | — | $38,725 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,725
- Estimated Expense Ratio: 0.010% 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 | $1,770,654 | $1,183,685 | $483,819 | $38,725 | — |
| 2023 | $1,984,164 | $1,414,832 | $468,023 | — | $58,313 |