Original filing (PDF)20250728104122NAL0000790211004

BOARD OF TRUSTEES, IUOE LOCAL 295 & 295C EMPLOYEES ANNUITY

Name: BOARD OF TRUSTEES, IUOE LOCAL 295 & 295C EMPLOYEES ANNUITY — IUOE LOCAL 295 & 295C EMPLOYEES ANNUITY PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, IUOE LOCAL 295 & 295C EMPLOYEES ANNUITY

Form 5500

FILING_RECEIVED

IUOE LOCAL 295 & 295C EMPLOYEES ANNUITY PLAN

Defined-contribution retirement plan

Signals · 2

~137 bps in Sched C feesNo recordkeeper disclosed

Active participants

124

Accounts w/ balance

491

Plan assets (EOY)

$4.0M

Net assets (EOY)

$3.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, IUOE LOCAL 295 & 295C EMPLOYEES ANNUITY.

Plan sponsor

Name

BOARD OF TRUSTEES, IUOE LOCAL 295 & 295C EMPLOYEES ANNUITY

EIN

26-1420360

Address

61-04 MAURICE AVENUE · MASPETH, NY · 113689997

Phone

(718) 672-7969

Industry

Plumbing, Heating, AC 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

2025-07-28

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

FITZSIMMONS ABRAMS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN SVCS	01-0233346	WESTWOOD, MA	TPA	$20K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FITZSIMMONS ABRAMS, LLP	13-2858927	WOODBURY, NY	NONE	$10K	—
WEAVER & TIDWELL, LLP	75-0786316	NEW YORK, NY	NONE	$9K	—
MORGAN STANLEY WEALTH MANAGEMENT	11-3658445

Investments

1 pooled fund· $404K(10% 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.