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Original filing (PDF)20260311140949NAL0005353073001
BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTION
Form 5500
FILING_RECEIVED
CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTION PENSION TRUST FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
13,077
Accounts w/ balance
23,943
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
13 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 478% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTION.
Plan sponsor
Name
BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTION
EIN
95-3304279
Address
131 N. EL MOLINO AVENUE, SUITE 330 · PASADENA, CA · 911011873
Phone
(626) 792-7337
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRONWORKERS EMPLOYEE BENEFIT CORP. | 95-3084599 | — | NONE | $2.1M | — |
| THE VANGUARD GROUP | 23-1945930 | — | NONE | $985K | — |
| KRAW LAW GROUP, APC | 32-0465891 | — | NONE | $128K | — |
| RVK, INC. | 93-0910652 | — | NONE | $107K | — |
| LOGICALIS, INC. | 13-4000122 | — | NONE | $94K | — |
| TOP TIER RESOURCES INC | 82-2957919 | — | NONE | $72K | — |
| WELLS FARGO BANK, N.A. | 94-1347393 | — | NONE | $58K | — |
| LEVEL 3 FINANCING, INC | 47-0735805 | — | NONE | $46K | — |
| ROTH STAFFING COMPANIES, LP | 33-0633164 | — | NONE | $42K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $41K | — |
| IRON MOUNTAIN | 04-3038590 | — | NONE | $33K | — |
| HOUSE OF PRINTING, INC. | 95-2234833 | — | NONE | $7K | — |
| GENERATION COMPUTING | 33-0451285 | — | NONE | $6K | — |
| STERICYCLE, INC | 36-3640402 | — | NONE | $5K | — |
| CYBERCODERS, INC. | 33-0916502 | — | NONE | $5K | — |
| MARSH MCLENNAN COMPANIES, INC. | 36-2668272 | — | NONE | $0 | — |
Investments
14 direct securities · 13 pooled funds· $1.3B(100% 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.
Common Collective Trust
$889.6M
13 holdings
Uncategorized
$388.8M
12 holdings
Common Collective Trusts
$9.6M
1 holding
Mutual Funds
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TGT RETIRE 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | $202.9M | $248.4M | 19.2% | |
| VANGUARD TGT RETIRE 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | $198.6M | $234.5M | 18.1% | |
| VANGUARD Inst Index Inst Plus | — | — | $108.9M | $137.4M | 10.6% | |
| TARGET TGT RETIRE 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | $97.1M | $110.1M | 8.5% | |
| VANGUARD TGT RETIRE 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | $65.2M | $80.7M | 6.2% | |
| VANGUARD TGT RETIRE 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | $54.9M | $67.8M | 5.2% | |
| VANGUARD Total Bond Idx Inst | — | — | $54.4M | $50.7M | 3.9% | |
| VANGUARD Total Intl Stk Inst | — | — | $39.6M | $48.7M | 3.8% | |
| VANGUARD Tgt Retiree Inc Tr I | — | — | $38.8M | $44.2M | 3.4% | |
| VANGUARD TGT RETIRE INC TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | $44.3M | $44.2M | 3.4% | |
| VANGUARD TGT RETIRE 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $34.5M | $42.3M | 3.3% | |
| VANGUARD Extend Mkt Index Inst | — | — | $30.2M | $42.2M | 3.3% | |
| VANGUARD Wellington Adm | — | — | $35.5M | $37.5M | 2.9% | |
| VANGUARD TGT RETIRE 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | $20.4M | $24.6M | 1.9% | |
| VANGUARD US Growth Fund Adm | — | — | $10.4M | $13.3M | 1.0% | |
| VANGUARD TGT RETIRE 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | $10.4M | $12.0M | 0.9% | |
| VANGUARD TGT RETIRE 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | $9.6M | $11.5M | 0.9% | |
| THE BANK OF NEW YORK MELLON EB Temp Inv FD Var | Common Collective Trusts | — | $9.6M | $9.6M | 0.7% | |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $9.6M | 0.7% | |
| VANGUARD Windsor II Fund Adm | — | — | $7.7M | $8.4M | 0.6% | |
| MET WEST Total Ret Bond P | — | — | $5.2M | $5.1M | 0.4% | |
| ARTISAN International Int | Mutual Funds | — | $3.1M | $3.6M | 0.3% | |
| VANGUARD TGT RETIRE 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | $2.9M | $3.2M | 0.2% | |
| DODGE & COX Intl. Stock | — | — | $655K | $882K | <0.1% | |
| PIMCO Infl Resp Multiasset Inst | — | — | $531K | $560K | <0.1% | |
| VANGUARD TGT RETIRE 2070 INC TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | $501K | $547K | <0.1% | |
| Investment in Ironworker Employees' Benefit Corp. Total - Part I line 1c(15) | — | — | $50K | $50K | <0.1% |
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