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Original filing (PDF)20260115133604NAL0023310162001
TRUSTEES - COLORADO IRON WORKERS DEFINED CONTRIBUTION FUND
Form 5500
FILING_RECEIVED
COLORADO IRON WORKERS DEFINED CONTRIBUTION FUND
Defined-contribution retirement plan
Signals · 2
52% in single holdingNo recordkeeper disclosed
Active participants
402
Accounts w/ balance
399
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) (extraction pending)]" is 52% of plan.
- 58 bps in Schedule C fees — 99% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES - COLORADO IRON WORKERS DEFINED CONTRIBUTION FUND.
Plan sponsor
Name
TRUSTEES - COLORADO IRON WORKERS DEFINED CONTRIBUTION FUND
EIN
26-2458073
Address
5511 W 56TH AVE · SUITE 250 · ARVADA, CO · 80002
Phone
(303) 428-2416
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
NEEDLES, OYEWO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $50K | — |
| US REAL ESTATE | 04-2895544 | — | NONE | $19K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $15K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $13K | — |
| US BANK | 31-0841368 | — | NONE | $11K | — |
Investments
2 pooled funds· $14.9M(79% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MARCO FIXED SEGAL MARCO GROUP TRUST · EIN 27-6230536 / PN 002 | Common Collective Trust | — | — | $7.7M | 41.1% | |
| MARCO EQUITY SEGAL MARCO GROUP TRUST · EIN 27-6230536 / PN 001 | Common Collective Trust | — | — | $7.2M | 38.4% |
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