Plan Snapshot
- Plan Sponsor: Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan
- Sponsor EIN: 741905198
- Sponsor Address: 1600 HIGHWAY 6 SOUTH, SUITE 340, SUGAR LAND, TX, 77478
- Plan Type: DC
- Total Participants: 3,412
- Total Assets: $70.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,412 | $70.9M | $5.2M | $0 |
| 2023 | 3,264 | $62.5M | $4.9M | $0 |
| 2022 | 3,259 | $53.0M | $3.7M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK | INVEST. MGMT. | $285,312 | — | $285,312 |
| CONNER & WINTERS | ATTORNEY | $28,549 | — | $28,549 |
| ZENITH AMERICAN SOLUTIONS | TPA | $26,960 | — | $26,960 |
| SEGAL ADVISORS | INVEST. ADVISOR | $25,000 | — | $25,000 |
| EDWARDS AND LEATHERS, P.C. | AUDITOR | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — INVEST. MGMT.
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $373,321
- Estimated Expense Ratio: 0.526% 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 | $413,148 | $310,312 | $26,960 | $7,500 | — |
| 2023 | $356,788 | $288,084 | $24,480 | — | — |
| 2022 | $96,137 | $36,397 | $22,400 | — | $29,702 |