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Original filing (PDF)20250921133839NAL0005462083001
NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST
Form 5500
FILING_RECEIVED
NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
10,678
Accounts w/ balance
8,334
Plan assets (EOY)
$870.3M
Net assets (EOY)
$868.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST.
Plan sponsor
Name
NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST
EIN
06-0962207
Address
321 RESEARCH PARKWAY, SUITE 110 · MERIDEN, CT · 06450
Phone
(203) 269-7741
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
SOLXSYS ADMINISTRATIVE SOLUTIONS, LLC
EIN
82-2454243
City
MERIDEN, CT
Phone
(925) 268-9260
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-21
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 80-0709115 | — | NONE | $363K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $90K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $72K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS LL | — | MERIDEN, CT | NONE | $68K | — |
| ROBERT M.CHEVERIE & ASSOC.P.C. | 06-1335139 | — | NONE | $64K | — |
| MORGAN STANLEY | 13-2655998 | — | NONE | $55K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $8K | — |
Investments
20 direct securities · 2 pooled funds· $850.6M(98% 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.
Uncategorized
$690.6M
20 holdings
Common Collective Trust
$160.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IBEW - NECA STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 93-6223199 / PN 001 | Common Collective Trust | — | $214K | $109.8M | 12.6% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2040 Fund N/A Variable | — | — | $4.2M | $95.1M | 10.9% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2035 Fund N/A Variable | — | — | $4.3M | $92.0M | 10.6% | |
| The Vanguard Group, Inc. Vanguard Growth Index Inst N/A Variable | — | — | $349K | $73.7M | 8.5% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2045 Fund N/A Variable | — | — | $2.7M | $63.1M | 7.2% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2060 Fund N/A Variable | — | — | $2.2M | $52.3M | 6.0% | |
| IBEW - NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | $386K | $50.2M | 5.8% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2055 Fund N/A Variable | — | — | $2.0M | $47.2M | 5.4% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2030 Fund N/A Variable | — | — | $2.3M | $45.8M | 5.3% | |
| The Vanguard Group, Inc. Vanguard Target Ret Income Fd N/A Variable | — | — | $2.8M | $41.8M | 4.8% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2050 Fund N/A Variable | — | — | $1.5M | $36.0M | 4.1% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2025 Fund N/A Variable | — | — | $1.6M | $29.9M | 3.4% | |
| The Vanguard Group, Inc. Vanguard Midcap Grwth Ind Adm N/A Variable | — | — | $170K | $18.6M | 2.1% | |
| The Vanguard Group, Inc. Vanguard Sm Cap Index Fd Adm N/A Variable | — | — | $158K | $18.2M | 2.1% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2020 Fund N/A Variable | — | — | $942K | $16.6M | 1.9% | |
| The Vanguard Group, Inc. Vanguard Dev Mrkts Indx Adm N/A Variable | — | — | $1.0M | $16.1M | 1.8% | |
| Invesco Comstock Fund R6 N/A Variable | — | — | $472K | $13.5M | 1.5% | |
| N/A Participant loans N/A 2.75-8.50% | — | — | — | $12.4M | 1.4% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Val Index Adm N/A Variable | — | — | $114K | $9.6M | 1.1% | |
| John Hancock John Hancock Bond Fund R6 N/A Variable | — | — | $413K | $5.5M | 0.6% | |
| The Vanguard Group, Inc. Vanguard Sh-Trm Treasury (Adm) N/A Variable | — | — | $193K | $1.9M | 0.2% | |
| The Vanguard Group, Inc. Vanguard S-T Federal Fund Adml N/A Variable | — | — | $152K | $1.5M | 0.2% |