Original filing (PDF)20250407065149NAL0024933936001

BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING

Name: BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING — IRONWORKERS LOCAL NO 55 PROFIT SHARING ANNUITY PLAN AND TRUST FUND, Form 5500 (2023)
Creator: BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING

Form 5500

FILING_RECEIVED

IRONWORKERS LOCAL NO 55 PROFIT SHARING ANNUITY PLAN AND TRUST FUND

Defined-contribution retirement plan

Signals · 1

6 service providers

Active participants

696

Accounts w/ balance

1,175

Plan assets (EOY)

$68.0M

Net assets (EOY)

$68.0M

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

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING.

Plan sponsor

Name

BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING

EIN

34-1622509

Address

P.O. BOX 1330 · HOLLAND, OH · 43528

Phone

(419) 248-2401

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFER, HACKETT & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN	—	WESTWOOD, MA	NONE	$28K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN OHIO ADMINISTRATORS	34-1337680	—	NONE	$83K

Investments

1 pooled fund· $1.7M(2% 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.

			% of plan
FEDERATED CAP PRESERVATION R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	$1.7M	2.5%

1–1 of 1

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