Original filing (PDF)20240807102215NAL0002007283001

LOCAL 295 IUOE 401(K) PLAN

Name: LOCAL 295 IUOE 401(K) PLAN — LOCAL 295 IUOE 401(K) PLAN (UNION), Form 5500 (2023)
Creator: LOCAL 295 IUOE 401(K) PLAN

Form 5500-SF

FILING_RECEIVED

LOCAL 295 IUOE 401(K) PLAN (UNION)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 295 IUOE 401(K) PLAN.

Plan sponsor

Name

LOCAL 295 IUOE 401(K) PLAN

EIN

11-1889503

Address

61-04 MAURICE AVENUE · MASPETH, NY · 11378

Phone

(718) 672-1415

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-29

Filed

2024-08-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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