How big is I.B.E.W. Local No. 540 Security's plan?

I.B.E.W. Local No. 540 Security's plan reported $89.7M in assets and 889 participants for 2024.

Original filing (PDF)20251008154506NAL0013775794002

I.B.E.W. Local No. 540 Security

Name: I.B.E.W. Local No. 540 Security — I.B.E.W. Local 540, Form 5500 (2024)
Creator: I.B.E.W. Local No. 540 Security
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

I.B.E.W. Local 540 Security Plan

401(k) retirement plan · I.B.E.W. Local No. 540 Security's I.B.E.W. Local 540 Security Plan held $89.7M in plan assets for 889 participants in 2024, with Empower as recordkeeper.

Signals · 1

64% in single holding

Active participants

889

Accounts w/ balance

963

Plan assets (EOY)

$89.7M

Net assets (EOY)

$89.6M

People on this filing

CURT Moore signed I.B.E.W. Local No. 540 Security's 2024 Form 5500 as plan administrator.

CURT Moore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

I.B.E.W. Local No. 540 Security's EIN is 34-0225473.

EIN 34-0225473

Plan number 003

Plan year 2024

ACK ID 20251008154506NAL0013775794002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for I.B.E.W. Local No. 540 Security from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

I.B.E.W. Local No. 540 Security's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for I.B.E.W. LOCAL NO. 540 SECURITY.

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How this plan invests

This plan

11 pooled trusts

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (20th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

I.B.E.W. LOCAL NO. 540 SECURITY

EIN

all filings

Address

3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406

Phone

(330) 758-3456

Industry

Electrical Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

YURCHYK & DAVIS CPA'S, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$65K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC.	—	WEEHAWKEN, NJ	INVESTMENT CONSULTANT	$70K	—

Investments

2 direct securities · 11 pooled funds· $108.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other

$79.9M

2 holdings

Pooled Separate Account

$28.7M

11 holdings

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$51.1M	57.0%
[Assets held in pooled separate account]	Other	—	—	$28.7M	32.0%
T. ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$5.9M	6.5%
T. ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$5.4M	6.0%
T. ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$3.7M	4.1%
T. ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$3.5M	3.8%
T. ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$3.0M	3.4%
T. ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$2.3M	2.6%
T. ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$2.1M	2.3%
T. ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$1.8M	2.0%
T. ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$572K	0.6%
T. ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$515K	0.6%
T. ROWE PRICE RETIREMENT 2005 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000	Pooled Separate Account	—	—	$36K	<0.1%