# Trustees - Iron Workers Mid-South Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-iron-workers-mid-south-pension-fund-plan

> Trustees - Iron Workers Mid-South Pension Fund's DB plan: 679 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/needles-and-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|

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