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Original filing (PDF)20260113160419NAL0015997760001
IRONWORKERS LOCAL 549/550 SECURITY PLAN BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
4,003
Accounts w/ balance
1,819
Plan assets (EOY)
$54.5M
Net assets (EOY)
$54.5M
How this plan invests
This plan
9 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
65
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRONWORKERS LOCAL 549/550 SECURITY PLAN BOARD OF TRUSTEES.
Plan sponsor
Name
IRONWORKERS LOCAL 549/550 SECURITY PLAN BOARD OF TRUSTEES
EIN
34-1399439
Address
9200 US ROUTE 60 · ONA, WV · 25545
Phone
(304) 399-9010
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRAY, GRIFFITH, & MAYS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | 55-0672859 | ONA, WV | PARTY-IN-INTEREST | $48K | — |
| ALAN BILLER AND ASSOCIATES | 94-2854958 | MENLO PARK, CA | PARTY-IN-INTEREST | $25K | — |
| GRAY, GRIFFITH, & MAYS PLLC | 82-5354495 | MORGANTOWN, WV | PARTY-IN-INTEREST | $22K | — |
| MACALA & PIATT, LLC | 34-1933033 | NORTH CANTON, OH | PARTY-IN-INTEREST | $21K | — |
| JOHNSON PRINTING COMPANY | 99-0662908 | HUNTINGTON, WV | PARTY-IN-INTEREST | $8K | — |
| JOHN HANCOCK RETIREMENT SERVICES | 01-0233346 | — | PARTY-IN-INTEREST | $400 | — |
Investments
8 direct securities · 9 pooled funds· $53.6M(98% 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.
Common Collective Trust
$31.9M
9 holdings
Uncategorized
$21.7M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Stable Value Option LO6203 Guaranteed Investment | — | — | — | $7.3M | 13.4% | |
| Fidelity 500 Index Fd Mutual Funds | — | — | — | $5.5M | 10.1% | |
| JPMCB SMARTRET PASS BL 2050 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $5.1M | 9.3% | |
| JPMCB SMARTRET PASS BL 2045 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $5.0M | 9.2% | |
| JPMCB SMARTRET PASS BL 2040 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $4.8M | 8.9% | |
| JPMCB SMARTRET PASS BL 2060 CF JP MORGAN CHASE BANK N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $4.6M | 8.4% | |
| JPMCB SMARTRET PASS BL 2035 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $4.3M | 8.0% | |
| JPMCB SMARTRET PASS BL 2030 CF JP MORGAN CHASE BANK N.A. · EIN 22-1165198 / PN 001 | Common Collective Trust | — | — | $3.3M | 6.0% | |
| JPMCB SMARTRET PASS BL 2055 CF JP MORGAN CHASE BANK N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.9% | |
| Principal Mid Cap Fund Inst Mutual Funds | — | — | — | $2.4M | 4.4% | |
| Janus Henderson Forty FD T Mutual Funds | — | — | — | $2.1M | 3.9% | |
| PIMCO Total Return Fund Mutual Funds | — | — | — | $2.1M | 3.8% | |
| JPMCB SMARTRET PASS BL 2025 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.0% | |
| JPMCB SMARTRET PASS BL INC CF3 JP MORGAN CHASE BANK N.A. · EIN 26-1164781 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.0% | |
| Putnam Large Cap Value A Mutual Funds | — | — | — | $877K | 1.6% | |
| The Hartford Intl Ops R6 Mutual Funds | — | — | — | $710K | 1.3% | |
| DFA US Small Cap Port Inst Mutual Funds | — | — | — | $682K | 1.3% |
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