# 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-plan

> Jt Board Of Trustees, Shopmen'S Iron Workers Retirement Fund's DC plan: 294 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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