# Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan DC Plan
Source: https://planprovider.pro/companies/trustees-of-texas-iron-workers-defined-contribution-retirement-plan-plan

> Trustees Of Texas Iron Workers' Defined Contribution Retirement Plan's DC plan: 3,412 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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