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
- 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. |
|---|---|---|---|---|
| 2025 | 294 | $89.3M | $0 | $0 |
| 2024 | 317 | $85.9M | $0 | $0 |
| 2023 | 323 | $80.4M | $0 | $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 |
|---|---|---|---|---|
| MC MENOMY & ASSOCIATES CPAS LLP | Auditor | $20,600 | — | $20,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,600
- Estimated Expense Ratio: 0.023% 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 |
|---|---|---|---|---|---|
| 2025 | $366,418 | $166,594 | $72,150 | $20,600 | — |
| 2024 | $370,165 | $171,519 | $72,150 | $20,600 | — |
| 2023 | $316,496 | $125,538 | $72,150 | — | $58,651 |