Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Mo-Kan Iron Workers Annuity Plan
- Sponsor EIN: 436130595
- Sponsor Address: 12200 N. AMBASSADOR DRIVE SUITE 400, KANSAS CITY, MO, 641631200
- Plan Type: DC
- Plan Number: 002
- Total Participants: 2,403
- Total Assets: $246.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,403 | $246.7M | $14.6M | $0 |
| 2023 | 1,662 | $217.4M | $14.3M | $0 |
| 2022 | 811 | $203.8M | $11.0M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | Recordkeeper | $157,551 | — | $157,551 |
| CONSTRUCTION BENEFITS AUDIT CORPORA | Other Service Provider | $61,286 | — | $61,286 |
| FIDUCIENT ADVISORS | Other Service Provider | $53,000 | — | $53,000 |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | Other Service Provider | $48,006 | — | $48,006 |
| WILSON-MCSHANE CORPORATION | Other Service Provider | $44,577 | — | $44,577 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $28,090 | — | $28,090 |
| ANDERS MINKLER HUBER HELM LLP | Auditor | $22,600 | — | $22,600 |
| IRON MOUNTAIN | Other Service Provider | $20,028 | — | $20,028 |
| THE SEGAL COMPANY | Other Service Provider | $11,843 | — | $11,843 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERVIC — Recordkeeper
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $446,981
- Estimated Expense Ratio: 0.181% 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 | $443,822 | $197,629 | $43,500 | $83,886 | — |
| 2023 | $403,651 | $210,589 | $42,200 | $52,191 | — |
| 2022 | $352,672 | $167,203 | $41,000 | — | $101,048 |