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
- 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. |
|---|---|---|---|---|
| 2025 | 341 | $17.5M | $0 | $0 |
| 2024 | 405 | $17.5M | $0 | $0 |
| 2023 | 373 | $16.7M | $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 |
|---|---|---|---|---|
| NEEDLES, OYEWO & ASSOCIATES | Auditor | $20,545 | — | $20,545 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,545
- Estimated Expense Ratio: 0.118% 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 | $204,727 | $58,951 | $91,262 | $20,545 | — |
| 2024 | $187,609 | $44,019 | $90,667 | $18,173 | — |
| 2023 | $189,426 | $59,202 | $91,961 | — | $23,376 |