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Original filing (PDF)20251007163824NAL0008304672001
TRUSTEES - OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST
Form 5500
FILING_RECEIVED
OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,449
Accounts w/ balance
1,296
Plan assets (EOY)
$44.4M
Net assets (EOY)
$44.3M
How this plan invests
This plan
13 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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES - OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST.
Plan sponsor
Name
TRUSTEES - OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST
EIN
73-6278639
Address
1600 HIGHWAY 6 SOUTH, STE 340 · SUGAR LAND, TX · 77478
Phone
(405) 682-2323
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
2025-10-07
Pension benefit codes
2G · Total participant-directed accounts
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 |
|---|---|---|---|---|---|
| MILLIMAN INC. | 91-0675641 | — | NONE | $102K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $64K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $40K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $17K | — |
| MONAGHAN WARRICK KING | 73-1462892 | — | NONE | $8K | — |
Investments
13 direct securities· $44.3M(100% of reported assets)
Uncategorized
$44.0M
12 holdings
Mutual Funds
$327K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Trgt Date Retire R6 | — | — | $6.9M | $8.3M | 18.6% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | $6.6M | $7.9M | 17.8% | |
| State Street Equity 500 Index K | — | — | $4.1M | $5.5M | 12.4% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | $4.2M | $4.9M | 11.0% | |
| Cash and Cash Equivalents Interest bearing cash 401 Vanguard Cash Rsv Fed Money Mkt Fund | — | — | $4.6M | $4.6M | 10.4% | |
| Fidelity Mid Cap Index | — | — | $3.4M | $4.4M | 9.9% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | $3.8M | $4.3M | 9.7% | |
| American Funds 2010 Trgt Date Retire R6 | — | — | $1.6M | $1.6M | 3.7% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | $1.1M | $1.2M | 2.8% | |
| Vanguard Small Cap Index Adm | — | — | $489K | $631K | 1.4% | |
| PIMCO StocksPLUS Intl (USD-Hedged) Inst | — | — | $582K | $617K | 1.4% | |
| Dodge & Cox Income X | Mutual Funds | — | $316K | $327K | 0.7% | |
| Vanguard Wellington Admiral | — | — | $53K | $55K | 0.1% |