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Original filing (PDF)20251015113403NAL0002332947001
TRUSTEES OF TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLAN
Form 5500
FILING_RECEIVED
TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
3,412
Accounts w/ balance
7,871
Plan assets (EOY)
$70.9M
Net assets (EOY)
$70.9M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SSgA Target Returement Income Fund N/A" is 32% of plan.
- 53 bps in Schedule C fees — 229% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLAN.
Plan sponsor
Name
TRUSTEES OF TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLAN
DBA
TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLAN
EIN
74-1905198
Address
1600 HIGHWAY 6 SOUTH, SUITE 340 · SUGAR LAND, TX · 77478
Phone
(713) 219-1200
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
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EDWARDS AND LEATHERS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS | 13-2646110 | — | INVEST. ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | TPA | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | — | AUDITOR | $8K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNER & WINTERS | 73-1388566 | — | ATTORNEY | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | INVEST. MGMT. | $285K | — |
Investments
16 direct securities· $69.5M(98% of reported assets)
Uncategorized
$61.8M
15 holdings
Mutual Funds
$7.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSgA Target Returement Income Fund N/A | — | — | — | $22.1M | 31.1% | |
| SSgA Target Retirement 2050 Fund N/A | — | — | — | $11.5M | 16.2% | |
| Morley Stable Value N/A | Mutual Funds | — | — | $7.7M | 10.9% | |
| SSgA Target Retirement 2040 Fund N/A | — | — | — | $7.3M | 10.2% | |
| SSgA Target Retirement 2060 Fund N/A | — | — | — | $5.5M | 7.7% | |
| Harbor Capital Appreciation Fund N/A | — | — | — | $5.0M | 7.0% | |
| SSgA Target Retirement 2030 Fund N/A | — | — | — | $3.1M | 4.4% | |
| Vanguard 500 Index Fund N/A | — | — | — | $2.4M | 3.3% | |
| SSgA Target Retirement 2020 Fund N/A | — | — | — | $1.9M | 2.6% | |
| Dodge & Cox Stock Fund N/A | — | — | — | $708K | 1.0% | |
| Vanguard Mid Cap Index Fund N/A | — | — | — | $626K | 0.9% | |
| PIMCO Total Return Fund N/A | — | — | — | $622K | 0.9% | |
| American New Perspective Fund N/A | — | — | — | $579K | 0.8% | |
| DFA US Small Cap Portfolio Fund N/A | — | — | — | $342K | 0.5% | |
| American EuroPacific Growth Fund N/A | — | — | — | $144K | 0.2% | |
| Vanguard Total Index Fund N/A | — | — | — | $97K | 0.1% |
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