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Original filing (PDF)20260316151252NAL0001948960001
TRUSTEES OF IBEW LOCAL UNION NO. 126 RETIREMENT PLAN
Form 5500
FILING_RECEIVED
IBEW LOCAL UNION NO. 126 RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
6,529
Accounts w/ balance
6,762
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.0B
How this plan invests
This plan
2 pooled trusts
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
- 11 bps in Schedule C fees — 112% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF IBEW LOCAL UNION NO. 126 RETIREMENT PLAN.
Plan sponsor
Name
TRUSTEES OF IBEW LOCAL UNION NO. 126 RETIREMENT PLAN
EIN
23-2156093
Address
3455 GERMANTOWN PIKE · COLLEGEVILLE, PA · 194261503
Phone
(610) 489-1185
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-16
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $762K | — |
| IBEW LOCAL UNION NO. 126 | 23-1302203 | — | RELATED PARTY | $234K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $43K | — |
| FOX ROTHSCHILD, LLP | 23-1404723 | — | NONE | $37K | — |
| MORGAN STANLEY GRAYSTONE | 26-4310632 | — | NONE | $20K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $20K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NONE | $0 | — |
Investments
21 direct securities · 2 pooled funds· $1.0B(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.
Uncategorized
$980.2M
21 holdings
Common Collective Trust
$64.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | — | 4,334,705 | — | $140.6M | 13.4% | |
| Vanguard Target Retirement 2035 | — | 4,092,709 | — | $106.4M | 10.1% | |
| Vanguard Target Retirement 2050 | — | 1,926,661 | — | $105.6M | 10.0% | |
| Vanguard Target Retirement 2040 | — | 2,017,376 | — | $94.9M | 9.0% | |
| Vanguard Target Retirement 2055 | — | 1,516,576 | — | $92.7M | 8.8% | |
| Vanguard Target Retirement 2060 | — | 1,363,835 | — | $76.8M | 7.3% | |
| Vanguard Target Retirement 2030 | — | 1,780,863 | — | $72.8M | 6.9% | |
| JP Morgan Large Cap Growth R6 | — | 726,939 | — | $64.9M | 6.2% | |
| Vanguard Total Stock Market Index Instl | — | 332,559 | — | $49.2M | 4.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY COMPANY · EIN 04-3159710 / PN 732 | Common Collective Trust | 41,758,625 | — | $41.8M | 4.0% | |
| Neuberger & Berman Genesis Instl | — | 539,591 | — | $33.7M | 3.2% | |
| Vanguard Target Retirement 2025 | — | 1,363,082 | — | $27.3M | 2.6% | |
| BNYM AFL-CIO SL MID CAP ST INDEX BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 341 | Common Collective Trust | 1,929,000 | — | $22.7M | 2.2% | |
| Vanguard Val Index Adm | — | 306,664 | — | $21.1M | 2.0% | |
| Vanguard Target Retirement 2020 | — | 738,203 | — | $20.8M | 2.0% | |
| Federated Hermes Government Obligation Fund | — | 14,957,433 | — | $15.0M | 1.4% | |
| Vanguard Total Bond Market Index Instl | — | 1,446,583 | — | $14.0M | 1.3% | |
| Harbor International Instl | — | 195,558 | — | $10.4M | 1.0% | |
| Vanguard Total International Stock Index Adm | — | 257,159 | — | $9.5M | 0.9% | |
| Fidelity Asset Manager 40% | — | 603,702 | — | $8.3M | 0.8% | |
| Fidelity Asset Manager 60% | — | 407,421 | — | $6.8M | 0.6% | |
| Vanguard Target Retirement Income | — | 381,901 | — | $5.2M | 0.5% | |
| Fidelity Asset Manager 30% | — | 330,262 | — | $4.1M | 0.4% |