Original filing (PDF)20251008150728NAL0003099251001

BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUND

Name: BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUND — I. B. E. W. LOCAL 25 401K FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUND

Form 5500

FILING_RECEIVED

I. B. E. W. LOCAL 25 401K FUND

401(k) retirement plan

Signals · 2

No recordkeeper disclosed10 service providers

Active participants

2,394

Accounts w/ balance

2,902

Plan assets (EOY)

$428.6M

Net assets (EOY)

$428.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUND

EIN

11-2744709

Address

372 VANDERBILT MOTOR PARKWAY · HAUPPAUGE, NY · 117885133

Phone

(631) 434-3344

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

SCHULTHEIS & PANETTIERI, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARCHER, BYINGTON, GLENNON & LEVINE	26-0873462	—	ATTORNEY	$21K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL INVESTMENT SERVICES	84-3937993	—	NONE	$144K	—
BANK OF NEW YORK MELLON	13-5160382	—	NONE	$135K	—
LOOMIS SAYLES TRUST COMPANY, LLC	20-8080381

Investments

1 pooled fund· $421.7M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
IBEW LOCAL 25 RET FD MASTER TRUST BR OF TRUST IBEW L25 RET FD MT · EIN 13-3375107 / PN 001	Master Trust	$421.7M	98.4%

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