Plan Snapshot
- Plan Sponsor: Iron Workers Regional Shop Local Union 855 Pension Trust
- Sponsor EIN: 940012049
- Sponsor Address: 131 N EL MOLINO AVENUE SUITE 330, PASADENA, CA, 911011804
- Plan Type: DB
- Plan Number: 001
- Total Participants: 254
- Total Assets: $77.2M
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 | 254 | $77.2M | $1.6M | $0 |
| 2023 | 272 | $74.9M | $2.1M | $0 |
| 2022 | 338 | $74.6M | $3.8M | $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 |
|---|---|---|---|---|
| IFM GLOBAL INFRASTRUCTURE | Other Service Provider | $98,986 | — | $98,986 |
| IRONWORKERS EMPLOYEES BENEFIT CORP | Other Service Provider | $89,000 | — | $89,000 |
| RAEL & LETSON | Other Service Provider | $82,546 | — | $82,546 |
| ALAN D BILLER & ASSOCIATES | ERISA Attorney | $76,000 | — | $76,000 |
| U.S. BANK | Recordkeeper | $73,060 | — | $73,060 |
| SALTZMAN & JOHNSON | Other Service Provider | $43,119 | — | $43,119 |
| RREEF AMERICAN II REIT | Other Service Provider | $31,091 | — | $31,091 |
| WHITE OAK SUMMIT FUND LP | Other Service Provider | $24,022 | — | $24,022 |
| JP MORGAN CHASE NA | Recordkeeper | $17,187 | — | $17,187 |
| MCMENOMY & ASSOCIATES CPAS LLP | Other Service Provider | $16,000 | — | $16,000 |
| IRON MOUNTAIN | Other Service Provider | $12,342 | — | $12,342 |
| BLACKROCK INC. | Other Service Provider | $5,513 | — | $5,513 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN D BILLER & ASSOCIATES — ERISA Attorney
- U.S. BANK — Recordkeeper
- JP MORGAN CHASE NA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $568,866
- Estimated Expense Ratio: 0.737% 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 | $684,089 | $252,799 | $89,000 | $16,000 | — |
| 2023 | $664,166 | $225,299 | $89,000 | $16,000 | — |
| 2022 | $593,241 | $193,687 | $89,000 | — | $136,488 |