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Original filing (PDF)20250730103245NAL0004517905003
GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN
Form 5500
FILING_RECEIVED
GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
391
Accounts w/ balance
457
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 67% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN.
Plan sponsor
Name
GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN
EIN
16-0921100
Address
585 AERO DRIVE · CHEEKTOWAGA, NY · 142251442
Phone
(716) 626-9698
Industry
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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
TRONCONI SEGARRA & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APPOLLO WEALTH MANAGEMENT, LLC | 46-5581996 | — | NONE | $62K | — |
| BENEFIT PLANS ADMINISTRATIVE SVCS | 16-1503696 | — | NONE | $59K | — |
| TRONCONI SEGARRA & ASSOCIATES LLP | 04-3728817 | — | NONE | $17K | — |
| PDC NO. 4 HEALTH & WELFARE TRUST | 16-6070541 | — | AFFILIATE OF PLAN SPONSOR | $7K | — |
Investments
22 direct securities · 1 pooled fund· $27.3M(91% 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.
Uncategorized
$27.0M
22 holdings
Common Collective Trust
$349K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Growth Index Admiral Mutual Fund | — | — | — | $4.7M | 15.8% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $3.6M | 12.2% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $3.3M | 11.2% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $2.7M | 9.0% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $2.4M | 8.1% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $2.3M | 7.6% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $1.7M | 5.8% | |
| American Funds American Century SM Cap GR R6 Mutual Fund | — | — | — | $1.6M | 5.5% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $1.3M | 4.2% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $979K | 3.3% | |
| JP Morgan Core Plus Bond R6 Mutual Fund | — | — | — | $560K | 1.9% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $496K | 1.7% | |
| MetLife Stable Value Solutions Collective Investment Trust | — | — | — | $349K | 1.2% | |
| WT CIT III FOR METLIFE GAC 25554 WILMINGTION TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $349K | 1.2% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $277K | 0.9% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $232K | 0.8% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund | — | — | — | $193K | 0.6% | |
| Vanguard Wellesley Income Admiral Mutual Fund | — | — | — | $59K | 0.2% | |
| Recordkeeping fees | — | — | $17K | $21K | <0.1% | |
| Glaziers & Glassworkers Local No. 660 Individual Account Plan Schedules of Administrative Expenses for the years ended December 31, 2024 and 2023 2024 2023 Accounting and audit fees | — | — | $17K | $15K | <0.1% | |
| Administration fees | — | — | $7K | $14K | <0.1% | |
| Insurance | — | — | $9K | $9K | <0.1% | |
| Legal | — | — | $3K | $4K | <0.1% |