Board of Trustees, California and Vicinity Field Iron Workers Annuity Trust

Form 5500 Data

Board of Trustees, California and Vicinity Field Iron Workers Annuity Trust

62

Overview

Plan Rating

BrightScope Rating
62
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (28)
Average in Peer Group (64)
Highest in Peer Group (87)

Plan Description

California and Vicinity Field Iron Workers Annuity Fund is a defined contribution plan. This plan has a BrightScope Rating of 62. This plan is in the top 15% of plans for Total Plan Cost. California and Vicinity Field Iron Workers Annuity Fund currently has over 23,400 active participants and over $785.5M in plan assets.

Did you know?

For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (62) and the top rated plan (87) could equate to:
13
Additional years of work
195,433
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 5/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 131 N. El Molino Avenue, Suite 330
  • Location
    Pasadena , CA
  • 91101-1812
  • Industry
    Construction
  • Administrator
    Donald Zampa
  • Sponsor
    Richard Barbour
  • Net Plan Assets
    $786,000,000
  • Total Participants
    23,000
  • Avg Account Balance
    $35,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Poor
Account Balance:
Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Poor
Account Balance:
Poor

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

32

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 64%
N/A
Vanguard Institutional Index 11%
10%
Vanguard Total Bond Market Index 4%
15%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Vanguard Group
Recordkeeper
Vanguard Group
Consultant
Petra Consulting Group, Inc
Legal Counsel
Kraw & Kraw
Consultant
R.V. Kuhns & Associates
Corporate Trustee
Wells Fargo
Legal Counsel
Cornwell & Baldwin
Consultant
Guidepost Solutions, LLC
Insurance Advisor/Broker
Barney & Barney LLC
Auditor
Lindquist LLP

Articles and Questions

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