Plan Ledger DOL Form 5500 · updated monthly

Iron Workers NO.597 Annuity PlanProfit-sharing plan

IRON WORKERS NO.597 ANNUITY PLAN · GOODLETTSVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.34%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Iron Workers NO.597 Annuity Plan reported $497 in plan administrative expenses for 2024: 0.34% of average plan assets, lower than ~75% of peers. Employer contributions averaged $840 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Tennessee (1,479th of 1,496), and 4,776th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$145,398
Participants with balances173
Active participants173
Employer contributions$145,342
Employee contributions—
Employer contribution per active participant$840
Average account balance$840
Plan auditUnmodified (clean) audit opinion
AuditorSTEVEN D EISENBERG CPA, PA
Employer contributions to the Iron Workers NO.597 Annuity Plan plan · 2024
Employer contribution per active participant$840
Median for plans this size$540

Iron Workers NO.597 Annuity Plan's 2024 employer contribution ran above the $540 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$497 · 0.34%
Similar plansFinance & Insurance · Tennessee
Springdale Title, LLC TN$1.4M · 0.22%
Creditcorp TN$398K · 0.25%
Lloyd Jones LLC FL$209K · 1.81%
Rabobank, N.A. CA$187K · 0.06%
Waterslake Management LLC TX$155K · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 996722737 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.