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Original filing (PDF)20251015110201NAL0002291779001
INTERMOUNTAIN IRONWORKERS TAX DEFERRAL PLAN
Form 5500
FILING_RECEIVED
INTERMOUNTAIN IRONWORKERS' TAX DEFERRAL PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed7 service providers
Active participants
4,100
Accounts w/ balance
4,037
Plan assets (EOY)
$118.6M
Net assets (EOY)
$118.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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: DRYDEN S&P 500 INDEX FUND (SAB) (extraction pending)]" is 100% of plan.
- 35 bps in Schedule C fees — 252% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERMOUNTAIN IRONWORKERS TAX DEFERRAL PLAN.
Plan sponsor
Name
INTERMOUNTAIN IRONWORKERS TAX DEFERRAL PLAN
EIN
62-1473489
Address
5295 S COMMERCE DR STE 220 · MURRAY, UT · 84107
Phone
(801) 904-4897
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
HAYNIE AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONDRESS MONACO PARR LOCKWOOD | 91-1917286 | SEATTLE, WA | — | $128K | — |
| BENESYS ADMINISTRATORS | — | TROY, MI | — | $119K | — |
| COMPUSYS OF UTAH | 84-0869853 | SALT LAKE CITY, UT | — | $72K | — |
| HAYNIE & COMPANY | 87-0328572 | SALT LAKE CITY, UT | — | $39K | — |
| NEPC, LLC | — | LAS VEGAS, NV | — | $29K | — |
| RAEL & LETSON | 94-1701048 | GREENWOOD VILLAGE, CO | — | $24K | — |
| DEBOER & ASSOCIATES, P.C. | — | OMAHA, NE | — | $6K | — |
Investments
1 pooled fund· $20.5M(17% 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 |
|---|---|---|---|---|---|---|
| DRYDEN S & P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $20.5M | 17.3% |