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Original filing (PDF)20251009154546NAL0006832801001
IBEW LOCAL UNION NO. 60 401(K) PLAN
Form 5500
FILING_RECEIVED
IBEW LOCAL UNION NO. 60 401(K) PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
4,460
Accounts w/ balance
4,192
Plan assets (EOY)
$73.2M
Net assets (EOY)
$71.8M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 248% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL UNION NO. 60 401(K) PLAN.
Plan sponsor
Name
IBEW LOCAL UNION NO. 60 401(K) PLAN
EIN
31-6632806
Address
6121 INDIAN SCHOOL RD NE, SUITE 123 · ALBURQUERQUE, NM · 87110
Phone
(505) 359-3761
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HARPER AND PEARSON COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $160K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $71K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHWEST SERVICE | — | PHOENIX, AZ | CONTRACT ADMIN | $42K | — |
| LETTERSTREAM INC | — | SCOTTSDALE, AZ | CONTRACT ADMIN | $8K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNER & WINTERS, LLP | — | TULSA, OR | ATTORNEY | $27K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER & PEARSON COMPANY PC | — | HOUSTON, TX | OTHER | $90K | — |
| SEGAL SELECT INSURANCE INC | — | NEW YORK, NY | OTHER | $9K | — |
Investments
17 direct securities · 1 pooled fund· $59.4M(81% 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
$52.8M
17 holdings
Pooled Separate Account
$6.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $11.0M | 15.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6.6M | 9.0% | |
| Guaranteed Interest Account * (A) Guaranteed Income Fund | — | — | — | $5.4M | 7.4% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $4.5M | 6.2% | |
| Vanguard Equity Income Fund | — | — | — | $3.9M | 5.3% | |
| Registered Investment Com12anies (B) American Funds 2010 Target Date Retirement Fund | — | — | — | $3.4M | 4.6% | |
| (F) Allspring Core Bond Fund | — | — | — | $3.4M | 4.6% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $3.2M | 4.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $3.2M | 4.3% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $3.2M | 4.3% | |
| American Funds 2050 Target Date Retirement Fund ** 3/101/324 (B) American Funds 2055 Target Date Retirement Fund | — | — | — | $3.1M | 4.3% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $2.8M | 3.8% | |
| American Funds 2020 Target Date Retirement Fund ** 201)87 (B) American Funds 2025 Target Date Retirement Fund ** 2/517/830 (B) American Funds 2030 Target Date Retirement Fund | — | — | — | $2.7M | 3.8% | |
| Vanguard Mid Cap Index Fund | — | — | — | $1.8M | 2.5% | |
| Vanguard Developed Markets Fund | — | — | — | $897K | 1.2% | |
| MFS International Diversification Fund | — | — | — | $152K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $106K | 0.1% | |
| Pooled Se12arate Account (G) JP Morgan Investment Management Fund | — | — | — | $7K | <0.1% |