Plan Snapshot
- Plan Sponsor: Board Of Trustees, California Ironworkers Field Pension Trust Fun
- Sponsor EIN: 956042866
- Sponsor Address: 131 N. EL MOLINO AVENUE, SUITE 330, PASADENA, CA, 911011812
- Plan Type: DB
- Plan Number: 001
- Total Participants: 9,028
- Total Assets: $3.5B
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 | 9,028 | $3.5B | $124.0M | $0 |
| 2023 | 9,792 | $3.3B | $138.7M | $0 |
| 2022 | 10,048 | $3.0B | $192.3M | $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 EMPLOYEES BENEFIT CORP. | Other Service Provider | $2,839,714 | — | $2,839,714 |
| ARROWSTREET CAPITAL | Other Service Provider | $2,416,898 | — | $2,416,898 |
| BLACKROCK FINANCIAL MANAGEMENT | Other Service Provider | $848,753 | — | $848,753 |
| CHAMPLAIN INVESTMENT PARTNERS | Other Service Provider | $835,587 | — | $835,587 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $686,956 | — | $686,956 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $643,087 | — | $643,087 |
| PIMCO | Other Service Provider | $618,544 | — | $618,544 |
| DODGE & COX | Other Service Provider | $402,016 | — | $402,016 |
| NEWTON INVESTMENT MANAGEMENT NORTH | Other Service Provider | $322,967 | — | $322,967 |
| THE BANK OF NEW YORK MELLON TRUST C | Other Service Provider | $307,425 | — | $307,425 |
| ARISTOTLE CAPITAL BOSTON LLC | Other Service Provider | $267,198 | — | $267,198 |
| KRAW LAW GROUP, APC | Other Service Provider | $248,009 | $12,250 | $260,259 |
| RVK, INC. | Other Service Provider | $258,065 | — | $258,065 |
| MILLIMAN, INC | Recordkeeper | $197,814 | — | $197,814 |
| WITHUMSMITH+BROWN, PC | Auditor | $141,545 | — | $141,545 |
| LOGICALIS, INC. | Other Service Provider | $104,975 | — | $104,975 |
| MARSH MCLENNAN COMPANIES, INC. | Investment Advisor | — | $101,691 | $101,691 |
| HBK-MULTI STRATEGY OFFSHORE FUND LT | Other Service Provider | — | $100,224 | $100,224 |
| TOP TIER RESOURCES, INC. | Other Service Provider | $86,363 | — | $86,363 |
| WELLS FARGO BANK, N.A. | Other Service Provider | $70,108 | — | $70,108 |
| MELLON INVESTMENT CORP | Other Service Provider | $58,248 | — | $58,248 |
| LEVEL 3 FINANCING, INC | Other Service Provider | $55,302 | — | $55,302 |
| ROTH STAFFING COMPANIES, LP | Other Service Provider | $50,415 | — | $50,415 |
| STATE STREET GLOBAL MARKETS LLC | Other Service Provider | $50,008 | — | $50,008 |
| IRON MOUNTAIN, INC. | Other Service Provider | $37,249 | — | $37,249 |
| UNION GRAPHICS, LLC | Other Service Provider | $34,216 | — | $34,216 |
| NTH GENERATION COMPUTING, INC. | Other Service Provider | $24,472 | — | $24,472 |
| UBS SECURITIES LLC, STAMFORD | Other Service Provider | $10,364 | — | $10,364 |
| HOUSE OF PRINTING, INC. | Other Service Provider | $8,479 | — | $8,479 |
| STERICYCLE, INC | Other Service Provider | $8,024 | — | $8,024 |
| GOLDMAN SACHS & CO, NY | Other Service Provider | $6,875 | — | $6,875 |
| VIRTU AMERICAS LLC | Other Service Provider | $6,382 | — | $6,382 |
| LIFE STATUS 360, LLC | Other Service Provider | $6,192 | — | $6,192 |
| CYBERCODERS, INC. | Other Service Provider | $6,160 | — | $6,160 |
| RAYMOND JAMES & ASSOC INC | Other Service Provider | $5,807 | — | $5,807 |
| QUADIENT CXM USA INC | Other Service Provider | $5,247 | — | $5,247 |
| PAYLOCITY CORPORATION | Other Service Provider | $5,139 | — | $5,139 |
| LIQUIDNET INC | Other Service Provider | $5,104 | — | $5,104 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JENNISON ASSOCIATES LLC — Recordkeeper
- MILLIMAN, INC — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- MARSH MCLENNAN COMPANIES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,893,872
- Estimated Expense Ratio: 0.337% 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 | $14,397,041 | $7,902,416 | — | $143,640 | — |
| 2023 | $14,456,804 | $8,466,040 | — | $121,144 | — |
| 2022 | $13,709,632 | $8,636,252 | $2,077,446 | — | $631,598 |