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Original filing (PDF)20251007083420NAL0004317873001
TRUSTEES OF IBEW LOCAL NO 607 PENSION FUND
Form 5500
FILING_RECEIVED
IBEW LOCAL UNION NO 607 PENSION
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
161
Accounts w/ balance
—
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
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
- 60 bps in Schedule C fees — 108% above peer band of 29 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 TRUSTEES OF IBEW LOCAL NO 607 PENSION FUND.
Plan sponsor
Name
TRUSTEES OF IBEW LOCAL NO 607 PENSION FUND
EIN
23-6423158
Address
425 EAGLE ROCK AVE · SUITE 105 · ROSELAND, NJ · 07068
Phone
(973) 228-4200
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
FISCHER DORWART, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FABIAN & BYRN | — | ROSELAND, NJ | NONE | $44K | — |
| MARINER INSTITUTIONAL | — | WILMINGTON, DE | NONE | $25K | — |
| ACRISURE MID-ATLANTIC PARTNERS | — | FAIRFIELD, NJ | NONE | $24K | — |
| THE MANUFACTURERS AND TRADES TRUST | 16-0538020 | — | NONE | $14K | — |
| MEYER UNKOVIC & SCOTT LLP | — | PITTSBURGH, PA | NONE | $11K | — |
| FISCHER DORWART, PC | 23-2247478 | — | NONE | $11K | — |
| KANG, HAGGERTY & FRETBROYT LLC | — | PHILADELPHIA, PA | NONE | $9K | — |
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.