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Original filing (PDF)20251015120507NAL0004483457001
TRUSTEES - MID-SOUTH IRON WORKERS DIRECT CONTRIBUTION FUND
Form 5500
FILING_RECEIVED
MID-SOUTH IRON WORKERS DIRECT CONTRIBUTION FUND
Defined-contribution retirement plan
Signals · 2
~79 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,076
Accounts w/ balance
1,650
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
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
- 79 bps in Schedule C fees — 172% 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 TRUSTEES - MID-SOUTH IRON WORKERS DIRECT CONTRIBUTION FUND.
Plan sponsor
Name
TRUSTEES - MID-SOUTH IRON WORKERS DIRECT CONTRIBUTION FUND
EIN
72-1303411
Address
1600 HIGHWAY 6 SOUTH · SUITE 340 · SUGAR LAND, TX · 77478
Phone
(504) 831-1544
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
NEEDLES & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $98K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $27K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $25K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $24K | — |
| ROBEIN, URANN, SPENCER, ET AL. | 77-0999672 | — | NONE | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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