# Trustees Of Ironworkers Local Union No. 402 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-ironworkers-local-union-no-402-pension-fund-596227518-001

> Trustees Of Ironworkers Local Union No. 402 Pension Fund's DB plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 596227518

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

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 103

- **Total Assets:** $15.4M

## 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|103|$15.4M|$826,863|$0|

| 2023|106|$16.1M|$929,196|$0|

| 2022|99|$15.3M|$1.2M|$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|

| MORGAN STANLEY SMITH BARNEY|Investment Advisor|$70,414|—|$70,414|

| ZENITH AMERICAN SOLUTIONS|Recordkeeper|$52,520|—|$52,520|

| BHA CONSULTING LLC|Actuary|$47,243|—|$47,243|

| STEVEN D EISENBERG CPA,P.A.|Auditor|$17,441|—|$17,441|

| MIERZWA AND FLOYD P.A.|ERISA Attorney|$11,858|—|$11,858|

| IRONWORKERS LOCAL #402|Other Service Provider|$7,000|—|$7,000|

### 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 AND 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:** $206,476

- **Estimated Expense Ratio:** 1.339% 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|$245,754|$70,414|$52,520|$17,441|—|

| 2023|$256,317|$66,355|$56,520|$20,707|—|

| 2022|$236,083|$67,705|$54,348|—|$64,886|

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