Plan Snapshot
- Plan Sponsor: Board Of Trustees, California Field Iron Worker Vacation/Personal
- Sponsor EIN: 956042867
- Sponsor Address: 131 N. EL MOLINO AVENUE, SUITE 330, PASADENA, CA, 91101
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 8,518
- Total Assets: $35.5M
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 | 8,518 | $35.5M | $91.7M | $0 |
| 2023 | 9,827 | $36.4M | $102.3M | $0 |
| 2022 | 11,231 | $37.6M | $105.6M | $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 |
|---|---|---|---|---|
| IRONWORKERS EMPLOYEES BENEFIT CORP. | Other Service Provider | $1,175,053 | — | $1,175,053 |
| LOGICALIS, INC. | Other Service Provider | $44,722 | — | $44,722 |
| TOP TIER RESOURCES INC | Other Service Provider | $37,798 | — | $37,798 |
| KRAW LAW GROUP, APC | Other Service Provider | $31,825 | — | $31,825 |
| IRON MOUNTAIN INC. | Other Service Provider | $27,985 | — | $27,985 |
| WELLS FARGO BANK, N.A. | Other Service Provider | $27,315 | — | $27,315 |
| LEVEL 3 FINANCING, INC. | Other Service Provider | $22,517 | — | $22,517 |
| WITHUMSMITH+BROWN, PC | Auditor | $21,276 | — | $21,276 |
| ROTH STAFFING COMPANIES, LP | Other Service Provider | $20,209 | — | $20,209 |
| NTH GENERATION COMPUTING, INC | Other Service Provider | $9,534 | — | $9,534 |
| UNION GRAPHICS, LLC | Other Service Provider | $8,557 | — | $8,557 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,426,791
- Estimated Expense Ratio: 4.015% 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 | $1,948,218 | $2,949 | — | $22,092 | — |
| 2023 | $1,766,324 | $2,857 | — | $19,212 | — |
| 2022 | $1,561,304 | $2,488 | $953,770 | — | $79,980 |