AUMdb

California Iron Workers Field Defined Contribution Pension Trust Fund

Sponsored by Board Of Trustees, California Iron Workers Field Defined Contribution · EIN 953304279 · Plan #001

Total assets
$1.3B
Net assets
$1.3B
Active participants
13,077
With balances
23,943

Plan year beginning 06/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Vanguard Group, Inc. CRD 105958 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ironworkers Employee Benefit Corp. Contract administrator, Direct payment from the plan $2,111,569
The Vanguard Group Recordkeeping, Investment advisory (participants), Participant communication $984,847
Kraw Law Group, Apc Legal, Direct payment from the plan $128,456
Rvk, Inc. Investment advisory (plan), Direct payment from the plan $106,564
Logicalis, Inc. Other services, Direct payment from the plan $94,234
Top Tier Resources Inc Consulting (general), Direct payment from the plan $72,063
Wells Fargo Bank, N.A. Trustee (institutional), Direct payment from the plan $58,499
Level 3 Financing, Inc Other services, Direct payment from the plan $46,415
Roth Staffing Companies, Lp Other services, Direct payment from the plan $42,125
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $41,090
Iron Mountain Other services, Direct payment from the plan $33,018
House Of Printing, Inc. Copying and duplicating, Direct payment from the plan $7,075
Generation Computing Recordkeeping, Direct payment from the plan $5,731
Stericycle, Inc Other services, Direct payment from the plan $5,380
Cybercoders, Inc. Other services, Direct payment from the plan $5,140
Marsh Mclennan Companies, Inc. Insurance brokerage commissions $0