# Board Of Trustees, California Ironworkers Field Pension Trust Fun DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-california-ironworkers-field-pension-trust-fun-956042866-001

> Board Of Trustees, California Ironworkers Field Pension Trust Fun's DB plan: 9,028 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [MILLIMAN, INC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [MARSH MCLENNAN COMPANIES, INC.](https://planprovider.pro/provider/marsh-mclennan-agency) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-california-ironworkers-field-pension-trust-fun-956042866-001)

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