Plan Snapshot
- Plan Sponsor: Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund
- Sponsor EIN: 956042233
- Sponsor Address: 131 N EL MOLINO AVENUE SUITE 330, PASADENA, CA, 91101
- Plan Type: DC
- Plan Number: 002
- Total Participants: 294
- Total Assets: $89.3M
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 | 294 | $89.3M | $815,657 | $0 |
| 2023 | 317 | $85.9M | $869,383 | $0 |
| 2022 | 323 | $80.4M | $878,684 | $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 |
|---|---|---|---|---|
| IRONWORKERS EMPLOYEE BENEFIT CORP. | Other Service Provider | $72,150 | — | $72,150 |
| STRATEGIC CAPITAL INV ADVISORS | Other Service Provider | $55,903 | — | $55,903 |
| WASHINGTON CAPITAL MANAGEMENT INC. | Other Service Provider | $47,100 | — | $47,100 |
| NATIONAL INVESTMENT SERVCIES INC. | Other Service Provider | $40,017 | — | $40,017 |
| KRAW LAW GROUP | Other Service Provider | $27,024 | — | $27,024 |
| CLARION LION PROPERTIES FUND | Other Service Provider | $23,574 | — | $23,574 |
| MC MENOMY & ASSOCIATES CPAS LLP | Other Service Provider | $20,600 | — | $20,600 |
| IRON MOUNTAIN | Other Service Provider | $14,741 | — | $14,741 |
| OXFORD RISK MANAGEMENT & INSURANCE | Other Service Provider | $12,000 | — | $12,000 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $11,862 | — | $11,862 |
| U.S. BANK | Recordkeeper | $5,548 | — | $5,548 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $330,519
- Estimated Expense Ratio: 0.370% 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 | $366,418 | $166,594 | $72,150 | $20,600 | — |
| 2023 | $370,165 | $171,519 | $72,150 | $20,600 | — |
| 2022 | $316,496 | $125,538 | $72,150 | — | $58,651 |