# Iron Workers Regional Shop Local Union 855 Pension Trust DB Plan
Source: https://planprovider.pro/companies/iron-workers-regional-shop-local-union-855-pension-trust-940012049-001

> Iron Workers Regional Shop Local Union 855 Pension Trust's DB plan: 254 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 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](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JP MORGAN CHASE NA](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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