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Original filing (PDF)20251014100227NAL0003567376001
TRUSTEES OF I.B.E.W LOCAL 697 DEFINED CONTRIBUTION PLAN
Form 5500
FILING_RECEIVED
I.B.E.W LOCAL 697 DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
925
Accounts w/ balance
1,098
Plan assets (EOY)
$432.7M
Net assets (EOY)
$432.2M
How this plan invests
This plan
13 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF I.B.E.W LOCAL 697 DEFINED CONTRIBUTION PLAN.
Plan sponsor
Name
TRUSTEES OF I.B.E.W LOCAL 697 DEFINED CONTRIBUTION PLAN
EIN
35-1773526
Address
7200 MISSISSIPPI STREET · SUITE 300 · MERRILLVILLE, IN · 46410
Phone
(219) 845-4433
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | NONE | $127K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $121K | — |
| P KEENAN | 35-1773526 | — | ADMINISTRATOR | $69K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $33K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $30K | — |
| M SCZURKO | 35-1773526 | — | EMPLOYEE | $29K | — |
| HAGBERG & ASSOCIATES | 01-0598991 | — | NONE | $25K | — |
Investments
13 pooled funds· $141.3M(33% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TARGET RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $24.8M | $26.4M | 6.1% | |
| TARGET RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $25.5M | 5.9% | |
| TARGET RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $20.4M | 4.7% | |
| TARGET RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $16.5M | 3.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $15.2M | 3.5% | |
| TARGET RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $11.2M | 2.6% | |
| TARGET RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $11.0M | $9.7M | 2.3% | |
| TARGET RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $9.3M | 2.2% | |
| TARGET RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.7% | |
| TARGET RETIREMENT INC TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| TARGET RETIREMENT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| TARGET RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| TARGET RETIREMENT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |