Plan Snapshot
- Plan Sponsor: Trustees - Colorado Iron Workers Defined Contribution Fund
- Sponsor EIN: 262458073
- Sponsor Address: 5511 W 56TH AVE, ARVADA, CO, 80002
- Plan Type: DC
- Plan Number: 001
- Total Participants: 402
- Total Assets: $18.7M
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 | 402 | $18.7M | $1.2M | $0 |
| 2023 | 405 | $17.4M | $1.4M | $0 |
| 2022 | 312 | $14.9M | $1.4M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $50,070 | — | $50,070 |
| US REAL ESTATE | Other Service Provider | $18,961 | — | $18,961 |
| SEGAL MARCO ADVISORS | Other Service Provider | $15,000 | — | $15,000 |
| NEEDLES & ASSOCIATES, LLC | Other Service Provider | $12,605 | — | $12,605 |
| US BANK | Recordkeeper | $11,239 | — | $11,239 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,875
- Estimated Expense Ratio: 0.577% 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 | $136,902 | $33,961 | $50,070 | $12,605 | — |
| 2023 | $138,141 | $3,530 | $62,304 | $22,316 | — |
| 2022 | $139,060 | $36,767 | $57,920 | — | $31,777 |