Plan Snapshot
- Plan Sponsor: Board Of Trustees, California Iron Workers Field Defined Contribution
- Sponsor EIN: 953304279
- Sponsor Address: 131 N. EL MOLINO AVENUE, SUITE 330, PASADENA, CA, 911011873
- Plan Type: DC
- Plan Number: 001
- Total Participants: 13,077
- Total Assets: $1.3B
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13,077 | $1.3B | $89.9M | $0 |
| 2023 | 14,825 | $1.2B | $100.7M | $0 |
| 2022 | 15,271 | $1.0B | $82.3M | $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 EMPLOYEE BENEFIT CORP. | Other Service Provider | $2,111,569 | — | $2,111,569 |
| THE VANGUARD GROUP | Other Service Provider | $984,847 | — | $984,847 |
| KRAW LAW GROUP, APC | Other Service Provider | $128,456 | — | $128,456 |
| RVK, INC. | Other Service Provider | $106,564 | — | $106,564 |
| LOGICALIS, INC. | Other Service Provider | $94,234 | — | $94,234 |
| TOP TIER RESOURCES INC | Other Service Provider | $72,063 | — | $72,063 |
| WELLS FARGO BANK, N.A. | Other Service Provider | $58,499 | — | $58,499 |
| MARSH MCLENNAN COMPANIES, INC. | Investment Advisor | — | $52,709 | $52,709 |
| LEVEL 3 FINANCING, INC | Other Service Provider | $46,415 | — | $46,415 |
| ROTH STAFFING COMPANIES, LP | Other Service Provider | $42,125 | — | $42,125 |
| WITHUMSMITH+BROWN, PC | Auditor | $41,090 | — | $41,090 |
| IRON MOUNTAIN | Other Service Provider | $33,018 | — | $33,018 |
| HOUSE OF PRINTING, INC. | Other Service Provider | $7,075 | — | $7,075 |
| GENERATION COMPUTING | Other Service Provider | $5,731 | — | $5,731 |
| STERICYCLE, INC | Other Service Provider | $5,380 | — | $5,380 |
| CYBERCODERS, INC. | Other Service Provider | $5,140 | — | $5,140 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH MCLENNAN COMPANIES, INC. — Investment Advisor
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,794,915
- Estimated Expense Ratio: 0.293% 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 | $4,921,338 | $101,440 | — | $42,838 | — |
| 2023 | $4,685,291 | $116,378 | — | $36,310 | — |
| 2022 | $3,843,486 | $95,509 | $2,494,648 | — | $211,400 |