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Original filing (PDF)20250919134505NAL0002764272001
TRUSTEES OF MICHIANA AREA ELEC WORKERS' MONEY PURCHASE PLAN
Form 5500
FILING_RECEIVED
MICHIANA AREA ELECTRICAL WORKERS' MONEY PURCHASE PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
1,389
Accounts w/ balance
1,195
Plan assets (EOY)
$123.5M
Net assets (EOY)
$122.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 59% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF MICHIANA AREA ELEC WORKERS' MONEY PURCHASE PLAN.
Plan sponsor
Name
TRUSTEES OF MICHIANA AREA ELEC WORKERS' MONEY PURCHASE PLAN
EIN
35-1861971
Address
6525 CENTURION DRIVE · LANSING, MI · 48917
Phone
(517) 321-7502
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
2025-09-19
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
BENDA, GRACE, STULZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $60K | — |
| GRAYSTONE CONSULTING | — | INDIANAPOLIS, IN | NONE | $47K | — |
| EMPOWER ADVISOR GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $36K | — |
| TIC MIDWEST | 13-6233976 | — | NONE | $19K | — |
| MAY, OBERFELL, LORBER | 35-0914880 | — | NONE | $18K | — |
| LEDBETTER PARISI, LLC | 03-0599899 | — | NONE | $16K | — |
| BENDA, GRACE, STULZ, & COMPANY P.C. | 38-2284921 | GREENWOOD VILLAGE, CO | — | $0 | — |
Investments
30 direct securities · 3 pooled funds· $122.7M(99% 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
$109.3M
30 holdings
Pooled Separate Account
$13.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ANNUITY FUNDS * Empower Annuiry Insurance Company of America Guaranteed income Fund | — | — | $22.4M | $23.0M | 18.7% | |
| Empower Moderate Model | — | — | $13.2M | $14.3M | 11.6% | |
| Vanguard 500 Index Fund Admiral Mutual Fund | — | — | $9.2M | $10.5M | 8.5% | |
| Empower Conservative Model | — | — | $9.3M | $9.9M | 8.0% | |
| HEDGE FUND OF FUNDS * Empower Aggressive Model | — | — | $6.2M | $6.8M | 5.5% | |
| LARGE CAP GROWTH/MFS FUND EMPOWERT ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $6.4M | 5.2% | |
| LARGE CAP VALUE I(MANAGED BY JP MOR EMPOWEER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $4.7M | 3.8% | |
| JP Morgan Large Capital Value I Fund | — | — | $4.4M | $4.5M | 3.6% | |
| INSURANCE COMPANY SEPARATE ACCOUNT MFS Investment Large Capital Growth Fund | — | — | $3.4M | $4.1M | 3.3% | |
| American Europacific Growth Fund R6 Mutual Fund | — | — | $3.9M | $4.0M | 3.2% | |
| American Funds 2050 Target Date Retiree Fund R6 Mutual Fund | — | — | $2.9M | $3.1M | 2.5% | |
| American Funds 2055 Target Date Retiree Fund R6 Mutual Fund | — | — | $2.8M | $3.1M | 2.5% | |
| Blackrock Global Allocation Fund K Mutual Fund | — | — | $2.7M | $2.9M | 2.3% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | $2.4M | $2.4M | 1.9% | |
| Metropolitan West Asset Management Core Plus Bond Fund | — | — | $2.3M | $2.3M | 1.9% | |
| METWEST CORE PLUS BOND (IS PLATFORM EMPOWERT ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $2.3M | 1.9% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | — | — | $1.9M | $2.0M | 1.6% | |
| American Funds 2040 Target Date Retiree Fund R6 Mutual Fund | — | — | $1.8M | $2.0M | 1.6% | |
| Blackrock High Yield Bond Fund K Mutual Fund | — | — | $1.6M | $1.7M | 1.4% | |
| American Funds 2030 Target Date Retiree Fund R6 Mut6al Fund | — | — | $1.5M | $1.6M | 1.3% | |
| Vanguard Small Cap Index Fund Admiral Mutual Fund | — | — | $1.5M | $1.6M | 1.3% | |
| American Funds 2035 Target Date Retiree Fund R6 Mutual Fund | — | — | $1.5M | $1.6M | 1.3% | |
| American Funds 2045 Target Date Retiree Fund R6 Mutual Fund | — | — | $1.4M | $1.5M | 1.2% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual Fund | — | — | $1.4M | $1.4M | 1.2% | |
| American Funds Retiree Inc Port-CNSRV Fund R6 Mutual Fund | — | — | $1.1M | $1.2M | 0.9% | |
| Royce Small-Cap Total Return Fund Mutual Fund | — | — | $1.1M | $1.1M | 0.9% | |
| J.P. Morgan Mid Cap Growth Fund R6 Mutual Fund | — | — | $749K | $844K | 0.7% | |
| Hartford World Bond Fund R6 Mutual Fund | — | — | $761K | $763K | 0.6% | |
| American Funds 2025 Target Date Retiree Fund R6 Mutual Fund | — | — | $336K | $347K | 0.3% | |
| Carillon Scout Small Cap Fund R6 Mutual Fund | — | — | $280K | $278K | 0.2% | |
| American Funds 2065 Target Date Retiree Fund R6 Mutual Fund | — | — | $230K | $247K | 0.2% | |
| American Funds 2020 Target Date Retiree Fund R6 Mutual Fund | — | — | $201K | $206K | 0.2% | |
| American Funds 2060 Target Date Retiree Fund R6 Mutual Fund | — | — | $146K | $158K | 0.1% |