Plan Snapshot
- Plan Sponsor: Trustees - Iron Workers Mid-South Pension Fund
- Sponsor EIN: 726032179
- Sponsor Address: 1600 HIGHWAY 6 SOUTH, SUGAR LAND, TX, 77478
- Plan Type: DB
- Total Participants: 679
- Total Assets: $156.3M
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 | 679 | $156.3M | $0 | $0 |
| 2023 | 776 | $142.1M | $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 |
|---|---|---|---|---|
| NEEDLES & ASSOCIATES, LLC | Auditor | $58,528 | — | $58,528 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEEDLES & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,528
- Estimated Expense Ratio: 0.037% 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 | $1,882,419 | $1,047,891 | $380,735 | $58,528 | — |
| 2023 | $1,946,300 | $902,910 | $407,705 | — | $262,378 |