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Original filing (PDF)20251013151407NAL0003423426001
BOARD OF TRUSTEES OF THE UW OF A DEFERRED COMPENSATION PLAN
Form 5500
FILING_RECEIVED
UTILITY WORKERS UNION OF AMERICA DEFERRED COMPENS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
565
Accounts w/ balance
594
Plan assets (EOY)
$100.4M
Net assets (EOY)
$100.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE UW OF A DEFERRED COMPENSATION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE UW OF A DEFERRED COMPENSATION PLAN
EIN
06-1822042
Address
6525 CENTURION DRIVE · LANSING, MI · 489179275
Phone
(517) 321-7502
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATKINS, PAWLICK, CALATI & PRIFITI | 83-2893229 | — | NONE | $33K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $17K | — |
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | NONE | $15K | — |
| TIC MIDWEST | 93-4217445 | — | NONE | $14K | — |
| MARQUETTE ASSOCIATES, INC | 36-3485298 | — | NONE | $10K | — |
| TIC INTERNATIONAL CORPORATION | 13-2600875 | — | NONE | $6K | — |
Investments
25 direct securities· $100.2M(100% of reported assets)
Uncategorized
$97.7M
24 holdings
Mutual Funds
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index M utual fund N/A | — | — | — | $17.8M | 17.7% | |
| JPM organ Large Cap Growth Class R6 M utual fund N/A | — | — | — | $16.2M | 16.1% | |
| Vanguard Target Retirement 2045 Investor Shares M utual fund N/A | — | — | — | $9.0M | 9.0% | |
| Vanguard Target Retirement 2040 Investor Shares M utual fund N/A | — | — | — | $6.2M | 6.2% | |
| Vanguard Target Retirement 2055 Investor Shares M utual fund N/A | — | — | — | $5.5M | 5.5% | |
| Vanguard Target Retirement 2050 Investor Shares M utual fund N/A | — | — | — | $4.8M | 4.8% | |
| Vanguard Target Retirement 2030 Investor Shares M utual fund N/A | — | — | — | $4.6M | 4.5% | |
| American Funds Washington M utual Investors Class R M utual fund N/A | — | — | — | $4.5M | 4.5% | |
| Vanguard Target Retirement 2035 Investor Shares M utual fund N/A | — | — | — | $4.3M | 4.3% | |
| Guaranteed interest account * Lincoln Stable Value Account Z748 N/A varies | — | — | — | $3.8M | 3.8% | |
| Fidelity M id Cap Index M utual fund N/A | — | — | — | $3.5M | 3.5% | |
| American Funds Europacific Growth Class R6 M utual fund N/A | Mutual Funds | — | — | $2.6M | 2.6% | |
| Vanguard Target Retirement 2060 Investor Shares M utual fund N/A | — | — | — | $2.5M | 2.5% | |
| Franklin Small Cap Growth Class R6 M utual fund N/A | — | — | — | $1.9M | 1.9% | |
| Fidelity Small Cap Index M utual fund N/A | — | — | — | $1.9M | 1.9% | |
| Vanguard Target Retirement Income Investor Shares M utual fund N/A | — | — | — | $1.8M | 1.8% | |
| Vanguard Target Retirement 2025 Investor Shares M utual fund N/A | — | — | — | $1.7M | 1.7% | |
| SM ID Cap Growth M utual fund N/A | — | — | — | $1.5M | 1.5% | |
| Goldman Sachs Gqg Partners International Opportun M utual fund N/A | — | — | — | $1.3M | 1.3% | |
| Baird Core Plus Bond Class Institutional M utual fund N/A | — | — | — | $1.3M | 1.3% | |
| Undiscovered M anagers Behavioral Value Class R6 M utual fund N/A | — | — | — | $1.1M | 1.1% | |
| Participant loans N/A varies 5.25-8.00% | — | — | — | $987K | 1.0% | |
| Goldman Sachs M id Cap Value Class R6 M utual fund N/A | — | — | — | $893K | 0.9% | |
| Vanguard Target Retirement 2020 Investor Shares M utual fund N/A | — | — | — | $529K | 0.5% | |
| Vanguard Target Retirement 2070 Investor Shares M utual fund N/A | — | — | — | $33K | <0.1% |