# Trustees - Colorado Iron Workers Individual Account Trust Fund DC Plan
Source: https://planprovider.pro/companies/trustees-colorado-iron-workers-individual-account-trust-fund-841230960-001

> Trustees - Colorado Iron Workers Individual Account Trust Fund's DC plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees - Colorado Iron Workers Individual Account Trust Fund

- **Sponsor EIN:** 841230960

- **Sponsor Address:** 5511 W 56TH AVE, ARVADA, CO, 80002

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 341

- **Total Assets:** $17.5M

## 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|341|$17.5M|$641,767|$0|

| 2023|405|$17.5M|$1.0M|$0|

| 2022|373|$16.7M|$927,863|$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, INC.|Other Service Provider|$91,262|—|$91,262|

| SEGAL MARCO ADVISORS, INC.|Other Service Provider|$35,000|—|$35,000|

| US REAL ESTATE|Other Service Provider|$23,951|—|$23,951|

| NEEDLES & ASSOCIATES, LLC|Other Service Provider|$20,545|—|$20,545|

| US BANK|Other Service Provider|$11,120|—|$11,120|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $181,878

- **Estimated Expense Ratio:** 1.042% 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|$204,727|$58,951|$91,262|$20,545|—|

| 2023|$187,609|$44,019|$90,667|$18,173|—|

| 2022|$189,426|$59,202|$91,961|—|$23,376|

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