# Iron Workers Regional Shop Local Union 855 401(k) Plan
Source: https://planprovider.pro/companies/iron-workers-regional-shop-local-union-855-940012049-002

> Iron Workers Regional Shop Local Union 855's 401(k) plan: 1,879 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iron Workers Regional Shop Local Union 855

- **Sponsor EIN:** 940012049

- **Sponsor Address:** 131 N EL MOLINO AVENUE SUITE 330, PASADENA, CA, 91101

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 1,879

- **Total Assets:** $30.8M

## 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|1,879|$30.8M|$353,476|$151,745|

| 2023|1,905|$29.0M|$401,412|$158,431|

| 2022|2,008|$27.0M|$513,491|$186,017|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$234,933|—|$234,933|

| ALAN D. BILLER & ASSOCIATES|ERISA Attorney|$44,927|—|$44,927|

| IRONWORKERS EMPLOYEE BENEFIT CORP|Other Service Provider|$30,000|—|$30,000|

| SALTZMAN & JOHNSON|Other Service Provider|$11,118|—|$11,118|

| IRON MOUNTAIN|Other Service Provider|$9,315|—|$9,315|

| MCMENOMY & ASSOCIATES CPAS LLP|Other Service Provider|$9,000|—|$9,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [ALAN D. BILLER & ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $339,293

- **Estimated Expense Ratio:** 1.102% 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|$365,244|$44,927|$30,000|$9,000|—|

| 2023|$374,227|$41,375|$30,000|$9,000|—|

| 2022|$377,256|$304,100|$30,000|—|$19,075|

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