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Original filing (PDF)20251006152308NAL0002006179005
IRONWORKERS 340 RETIREMENT PLAN
Form 5500
FILING_RECEIVED
IRONWORKERS 340 RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
~80 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
224
Accounts w/ balance
—
Plan assets (EOY)
$32.5M
Net assets (EOY)
$31.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 80 bps in Schedule C fees — 176% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRONWORKERS 340 RETIREMENT PLAN.
Plan sponsor
Name
IRONWORKERS 340 RETIREMENT PLAN
EIN
38-6233975
Address
625 ENTERPRISE DRIVE · OAK BROOK, IL · 605238813
Phone
(630) 230-3902
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1B · Flat-dollar DB formula
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS MANAGEMENT GROUP, INC. | — | OAK BROOK, IL | NONE | $59K | — |
| COMERICA BANK | 38-0477375 | — | PARTY IN INTEREST | $51K | — |
| CUNI, RUST & STRENK | — | CINCINNATI, OH | NONE | $51K | — |
| CAP TRUST | — | CHICAGO, IL | NONE | $50K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $31K | — |
| MACALA & PIATT L.L.C. | — | NORTH CANTON, OH | NONE | $14K | — |
| UBT | — | MINNEAPOLIS, MN | NONE | $6K | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP EQUITY INDEX FUND COMERICA INC · EIN 38-6555647 / PN 001 | Common Collective Trust | $0 | <0.1% |