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Original filing (PDF)20251010105939NAL0018304498001
JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY
Form 5500
FILING_RECEIVED
JOINT INDUSTRY BOARD EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
308
Accounts w/ balance
500
Plan assets (EOY)
$117.7M
Net assets (EOY)
$117.7M
How this plan invests
This plan
19 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MORLEY STABLE VALUE FUND" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY.
Plan sponsor
Name
JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY
EIN
13-0891035
Address
158-11 HARRY VAN ARSDALE JR AVENUE · FLUSHING, NY · 11365
Phone
(718) 591-2000
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | $19K | — |
Investments
8 direct securities · 19 pooled funds· $116.0M(99% 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.
Common Collective Trust
$91.2M
19 holdings
Uncategorized
$24.8M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $28.3M | $32.5M | 27.6% | |
| VANGUARD GROWTH INDEX FUND INST | — | — | — | $15.8M | 13.4% | |
| VANGUARD 500 INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $10.5M | 8.9% | |
| VANGUARD TARGET RTMT 2025 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $8.2M | 6.9% | |
| VANGUARD TARGET RTMT 2030 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $7.6M | 6.4% | |
| VANGUARD TARGET RTMT INCOME TRUST P VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.9% | |
| VANGUARD TARGET RTMT 2045 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.2% | |
| VANGUARD TARGET RTMT 2035 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $4.5M | 3.8% | |
| VANGUARD MID CAP INDEX PLUS FUND | — | — | — | $4.2M | 3.5% | |
| VANGUARD TARGET RTMT 2040 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $3.9M | 3.3% | |
| VANGUARD TARGET RTMT 2050 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $2.6M | 2.2% | |
| VANGUARD SMALL CAP INDEX FUND | — | — | — | $2.6M | 2.2% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.5M | 2.1% | |
| RUSSELL 2000 ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3123057 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.7% | |
| VANGUARD TARGET RTMT 2020 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.7% | |
| VANGUARD TARGET RTMT 2055 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| VANGUARD VALUE INDEX FUND | — | — | — | $1.2M | 1.0% | |
| VFTC DEVELOPED MARKETS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 86-6632044 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| VFTC INST TOTAL BOND MKT IDX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| VANGUARD REIT INDEX FUND INSTITUTIONAL | — | — | — | $696K | 0.6% | |
| VANGUARD TARGET RTMT 2060 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $377K | 0.3% | |
| BAIRD CORE PLUS BOND FUND INSTITUTIONAL | — | — | — | $243K | 0.2% | |
| VANGUARD TARGET RTMT 2065 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $139K | 0.1% | |
| BNY MELLON GLOBAL FIXED INCOME | — | — | — | $68K | <0.1% | |
| VANGUARD TARGET RTMT 2070 TRUST PLU VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $45K | <0.1% | |
| STATE STREET SHORT-TERM INVESTMENT FUND | — | — | $8K | $8K | <0.1% | |
| VANGUARD TARGET RETIREMENT AND GROW VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6426815 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% |
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