# Trustees - Iron Workers Pension Trust Fund For Colorado DB Plan
Source: https://planprovider.pro/companies/trustees-iron-workers-pension-trust-fund-for-colorado-846099094-001

> Trustees - Iron Workers Pension Trust Fund For Colorado&#39;s DB plan: 742 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SPENCER FANE, LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-iron-workers-pension-trust-fund-for-colorado-846099094-001)

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