# Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-ironworkers-local-union-no-402-annuity-trust-fund-542189207-001

> Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund's DC plan: 937 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund

- **Sponsor EIN:** 542189207

- **Sponsor Address:** TWO GATEWAY CENTER, PITTSBURGH, PA, 152221004

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 937

- **Total Assets:** $9.1M

## 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|937|$9.1M|$1.3M|$0|

| 2023|941|$9.2M|$1.9M|$0|

| 2022|526|$7.2M|$1.5M|$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|

| ZENITH AMERICAN SOLUTIONS|Recordkeeper|$40,680|—|$40,680|

| MORGAN STANLEY SMITH BARNEY|Investment Advisor|$24,210|—|$24,210|

| STEVEN D EISENBERG CPA, PA|Auditor|$7,741|—|$7,741|

| NATIONAL EMPLOYEE BENEFIT ADMINISTR|Other Service Provider|$6,568|—|$6,568|

| MIERZWA & FLOYD P.A.|ERISA Attorney|$5,665|—|$5,665|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [MIERZWA & FLOYD P.A.](https://planprovider.pro/provider/mierzwa-and-floyd-pa) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $84,864

- **Estimated Expense Ratio:** 0.932% 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|$103,182|$24,210|$40,680|$7,741|—|

| 2023|$96,483|$24,172|$40,482|$10,831|—|

| 2022|$87,564|$21,331|$39,492|—|$9,461|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ironworkers-local-union-no-402-annuity-trust-fund-542189207-001)

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