Plan Snapshot
- Plan Sponsor: Trustees - Iron Workers Pension Trust Fund For Colorado
- Sponsor EIN: 846099094
- Sponsor Address: 5511 W 56TH AVE, ARVADA, CO, 80002
- Plan Type: DB
- Plan Number: 001
- Total Participants: 742
- Total Assets: $23.6M
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 | 742 | $23.6M | $1.6M | $0 |
| 2023 | 804 | $26.2M | $1.7M | $0 |
| 2022 | 804 | $28.3M | $1.9M | $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 |
|---|---|---|---|---|
| SEGAL MARCO ADVISORS, INC. | Other Service Provider | $100,000 | — | $100,000 |
| RAEL & LETSON | Other Service Provider | $75,216 | — | $75,216 |
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $62,489 | — | $62,489 |
| NEEDLES & ASSOCIATES, LLC | Other Service Provider | $36,429 | — | $36,429 |
| US BANK | Recordkeeper | $21,379 | — | $21,379 |
| SPENCER FANE, LLP | ERISA Attorney | $8,440 | — | $8,440 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- SPENCER FANE, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $303,953
- Estimated Expense Ratio: 1.287% 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 | $487,093 | $205,518 | $62,489 | $36,429 | — |
| 2023 | $593,611 | $347,988 | — | $39,794 | — |
| 2022 | $928,886 | $698,727 | $56,555 | — | $115,109 |