Plan Snapshot
- Plan Sponsor: Board Of Trustees, Texas Iron Workers' Pension Plan
- Sponsor EIN: 741905198
- Sponsor Address: 1600 HIGHWAY 6 SOUTH, SUITE 340, SUGAR LAND, TX, 77478
- Plan Type: DB
- Plan Number: 001
- Total Participants: 5,169
- Total Assets: $264.3M
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 | 5,169 | $264.3M | $8.4M | $0 |
| 2023 | 1,661 | $262.6M | $9.0M | $0 |
| 2022 | 1,443 | $237.0M | $6.6M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Recordkeeper | $362,052 | — | $362,052 |
| SEGAL ADVISORS | Investment Advisor | $240,000 | — | $240,000 |
| BARROW HANLEY | Other Service Provider | $235,640 | — | $235,640 |
| CONNER & WINTERS, LP | ERISA Attorney | $87,493 | — | $87,493 |
| LOOMIS SAYLES | Other Service Provider | $70,894 | — | $70,894 |
| STATE STREET GLOBAL | Other Service Provider | $64,706 | — | $64,706 |
| HARPER & PEARSON CPA'S | Auditor | $64,000 | — | $64,000 |
| THE SEGAL COMPANY | Actuary | $58,534 | — | $58,534 |
| BRANDYWINE GLOBAL | Other Service Provider | $41,388 | — | $41,388 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $27,511 | — | $27,511 |
| EDWARDS AND LEATHERS, P.C. | Auditor | $26,000 | — | $26,000 |
| US BANK | Custodian / Trustee | $22,836 | — | $22,836 |
| SAGE ADVISORY | Other Service Provider | $16,163 | — | $16,163 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON CPA'S — Auditor
- THE SEGAL COMPANY — Actuary
- US BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,317,217
- Estimated Expense Ratio: 0.498% 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 | $1,673,997 | $720,353 | $362,685 | $90,000 | — |
| 2023 | $1,518,148 | $596,751 | $335,685 | $85,600 | — |
| 2022 | $1,768,424 | $744,765 | $356,815 | — | $317,102 |