Plan Snapshot
- Plan Sponsor: Trustees Of Ironworkers Local 808 Annuity Fund
- Sponsor EIN: 593096458
- Sponsor Address: P.O. BOX 1449, GOODLETTESVILLE, TN, 370701449
- Plan Type: DC
- Total Participants: 780
- Total Assets: $41.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 780 | $41.8M | $0 | $0 |
| 2023 | 637 | $36.8M | $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 |
|---|---|---|---|---|
| STEVEN D EISENBERG CPA,P.A | Auditor | $16,224 | — | $16,224 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,224
- Estimated Expense Ratio: 0.039% 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 | $270,128 | $164,728 | $60,744 | $16,224 | — |
| 2023 | $257,820 | $155,084 | $58,989 | — | $20,727 |