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Original filing (PDF)20250401080120NAL0007721473001
IRON WORKERS, RIGGERS & MACHINERY MOVERS LOCAL 405 ANNUITY FUND
Form 5500
FILING_RECEIVED
IRON WORKERS, RIGGERS & MACHINERY MOVERS LOCAL 405 ANNUITY FUND
Defined-contribution retirement plan
Signals · 3
~87 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
372
Accounts w/ balance
543
Plan assets (EOY)
$27.7M
Net assets (EOY)
$27.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 87 bps in Schedule C fees — 201% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRON WORKERS, RIGGERS & MACHINERY MOVERS LOCAL 405 ANNUITY FUND.
Plan sponsor
Name
IRON WORKERS, RIGGERS & MACHINERY MOVERS LOCAL 405 ANNUITY FUND
EIN
23-2041188
Address
2433 REED STREET · PHILADELPHIA, PA · 19146
Phone
(215) 462-7300
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-01
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FISCHER DORWART, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IORNWORKERS LOCAL UNION 399 | 21-0482990 | — | LOCAL UNION | $86K | — |
| LORETTA MITSOS-PAVINI | 23-2041188 | — | EMPLOYEE | $52K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | NONE | $27K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $22K | — |
| ARISTOTLE | — | LOS ANGELES, CA | NONE | $14K | — |
| WEAVER BARKSDALE | — | NASHVILLE, TN | NONE | $12K | — |
| MORGAN STANLEY CONSULTING GROUP | 11-2418191 | — | NONE | $11K | — |
| LAZARD ASSET MANAGEMENT | 98-0437848 | — | NONE | $11K | — |
| CLEARY, JOSEM & TRIGIANI, LLP | 23-2657967 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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