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
- 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. |
|---|---|---|---|---|
| 2025 | 937 | $9.1M | $0 | $0 |
| 2024 | 941 | $9.2M | $0 | $0 |
| 2023 | 526 | $7.2M | $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, PA | Auditor | $7,741 | — | $7,741 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,741
- Estimated Expense Ratio: 0.085% 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 |
|---|---|---|---|---|---|
| 2025 | $103,182 | $24,210 | $40,680 | $7,741 | — |
| 2024 | $96,483 | $24,172 | $40,482 | $10,831 | — |
| 2023 | $87,564 | $21,331 | $39,492 | — | $9,461 |