# Joint Board Of Trustees Mo-Kan Iron Workers Annuity Plan DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-mo-kan-iron-workers-annuity-plan-436130595-002

> Joint Board Of Trustees Mo-Kan Iron Workers Annuity Plan's DC plan: 2,403 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANDERS MINKLER HUBER HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-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|

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