Plan Snapshot
- Plan Sponsor: Trustees Of Iron Workers Local #397 Annuity Fund
- Sponsor EIN: 597139874
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370703589
- Plan Type: DC
- Total Participants: 1,678
- Total Assets: $33.5M
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 | 1,678 | $33.5M | $2.3M | $0 |
| 2023 | 1,627 | $30.6M | $2.1M | $0 |
| 2022 | 1,596 | $28.3M | $2.2M | $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 |
|---|---|---|---|---|
| STEVEN D EISENBERG CPA,P.A. | Auditor | $600 | — | $600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $600
- Estimated Expense Ratio: 0.002% 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 | $146,704 | $83,855 | $31,715 | $600 | — |
| 2023 | $102,035 | $41,869 | $30,556 | $9,272 | — |
| 2022 | $88,850 | $29,016 | $32,440 | — | $18,530 |