# Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund DC Plan
Source: https://planprovider.pro/companies/jt-board-of-trustees-shopmen-s-iron-workers-retirement-fund-956042233-002

> Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund's DC plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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