Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Mo-Kan Iron Workers Pension Plan
- Sponsor EIN: 436130595
- Sponsor Address: 12200 N. AMBASSADOR DRIVE SUITE 400, KANSAS CITY, MO, 641631200
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,008
- Total Assets: $265.9M
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 | 1,008 | $265.9M | $18.6M | $0 |
| 2023 | 739 | $241.5M | $16.1M | $0 |
| 2022 | 668 | $234.1M | $13.4M | $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 |
|---|---|---|---|---|
| WILSON MCSHANE CORPORATION | Other Service Provider | $200,583 | — | $200,583 |
| THE SEGAL COMPANY | Other Service Provider | $101,408 | — | $101,408 |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | Other Service Provider | $72,560 | — | $72,560 |
| COMMERCE BANK | Other Service Provider | $72,527 | — | $72,527 |
| CONSTRUCTION BENEFITS AUDIT CORP | Other Service Provider | $72,230 | — | $72,230 |
| FIDUCIENT ADVISORS | Other Service Provider | $69,700 | — | $69,700 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $44,601 | — | $44,601 |
| F/M INVESTMENTS LLC | Other Service Provider | $36,149 | — | $36,149 |
| ZIEGLER CAPITAL MANAGEMENT, LLC | Other Service Provider | $33,896 | — | $33,896 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $32,269 | — | $32,269 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $31,500 | — | $31,500 |
| ANDERS MINKLER HUBER HELM LLP | Auditor | $26,400 | — | $26,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $793,823
- Estimated Expense Ratio: 0.299% 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 | $912,382 | $288,731 | — | $98,630 | — |
| 2023 | $883,700 | $335,331 | $192,500 | $61,310 | — |
| 2022 | $881,402 | $304,693 | $185,900 | — | $265,602 |