Back to filter
Original filing (PDF)20250414093225NAL0002904688001
THE WESTCHESTER - FAIRFIELD ELECTRICAL JOINT ELECTRICAL APPRENTICESHIP
Form 5500
FILING_RECEIVED
WESTCHESTER - FAIRFIELD JOINT ELECTRICAL APPRENTICESHIP AND TRAINING FUND
Health & welfare plan
Signals · 2
~497 bps in Sched C feesNo recordkeeper disclosed
Active participants
114
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.1M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 497 bps in Schedule C fees — 856% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WESTCHESTER - FAIRFIELD ELECTRICAL JOINT ELECTRICAL APPRENTICESHIP.
Plan sponsor
Name
THE WESTCHESTER - FAIRFIELD ELECTRICAL JOINT ELECTRICAL APPRENTICESHIP
DBA
TRAINING COMMITTEE
EIN
13-1955999
Address
200 BLOOMINGDALE RD · WHITE PLAINS, NY · 10605
Phone
(914) 946-0472
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY
EIN
13-0891035
City
FLUSHING, NY
Phone
(718) 591-2000
Plan characteristics
Plan number
520
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Welfare benefit codes
4J · Apprenticeship and Training
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOINT INDUSTRY BOARD | 13-0891035 | — | PLAN ADMINISTRATOR | $13K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | NONE | $36K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | NONE | $12K | — |
| COHEN WEISS AND SIMON | 13-1592323 | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using RSM US LLP
GENENTECH, INC.
U.S. ROCHE 401(K) SAVINGS PLAN
$14.3B · 21,619 participants
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
AMERICAN HONDA MOTOR COMPANY, INC.
HONDA 401(K) SAVINGS PLAN
$6.3B · 30,998 participants
WAWA, INC.
WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 43,441 participants
HOFFMANN-LA ROCHE INC.
CONSOLIDATED ROCHE RETIREMENT PLAN
$2.9B · 1,760 participants
SYENSQO USA LLC
SYENSQO USA 401(K)PLAN
$1.7B · 6,393 participants
Similar-size Electrical Contractors plans
MODUGNO ELECTRICAL CONTRACTORS, INC.
MODUGNO ELECTRICAL CONTRACTORS RETIREMENT PLAN
$1.4M · 5 participants
SEACOM, INC. OF VIRGINIA
SEACOM 401(K) PLAN
$1.4M · 19 participants
PHOENIX BUSINESS SOLUTIONS LLC
PHOENIX BUSINESS SOLUTIONS LLC 401(K) PLAN
$1.4M · 9 participants
CMJ TECHNOLOGIES, LLC
ENTERPRISE RETIREMENT PLAN
$1.4M · 80 participants
BRADDY ELECTRIC CO., INC.
BRADDY ELECTRIC CO., INC. 401(K) PLAN
$1.4M · 24 participants
OMNI SERVICES OF SOUTH CAROLINA, INC.
OMNI SERVICES OF SOUTH CAROLINA, INC. 401(K) PLAN
$1.4M · 79 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B