Plan Snapshot
- Plan Sponsor: Iron Workers Regional Shop Local Union 855 Pension Trust
- Sponsor EIN: 940012049
- Sponsor Address: 131 N EL MOLINO AVENUE SUITE 330, PASADENA, CA, 911011804
- Plan Type: DB
- Total Participants: 254
- Total Assets: $77.2M
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 | 254 | $77.2M | $0 | $0 |
| 2024 | 272 | $74.9M | $0 | $0 |
| 2023 | 338 | $74.6M | $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 |
|---|---|---|---|---|
| MCMENOMY & ASSOCIATES CPAS LLP | Auditor | $16,000 | — | $16,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
- Estimated Expense Ratio: 0.021% 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 | $684,089 | $252,799 | $89,000 | $16,000 | — |
| 2024 | $664,166 | $225,299 | $89,000 | $16,000 | — |
| 2023 | $593,241 | $193,687 | $89,000 | — | $136,488 |