# Joint Board Of Trustees Mo-Kan Iron Workers Pension Plan DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-mo-kan-iron-workers-pension-plan-436130595-001

> Joint Board Of Trustees Mo-Kan Iron Workers Pension Plan's DB plan: 1,008 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 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](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:** $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|

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