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Original filing (PDF)20251013151509NAL0000754851002
BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION
Form 5500
FILING_RECEIVED
IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,075
Accounts w/ balance
522
Plan assets (EOY)
$171.5M
Net assets (EOY)
$171.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
27 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
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Only 49% 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 BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION.
Plan sponsor
Name
BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION
DBA
PLAN
EIN
36-2882653
Address
6525 CENTURION DRIVE · LANSING, MI · 48917
Phone
(514) 321-7502
Industry
Other Services (ex. Public Admin)see 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
ERIC J. FERNANDEZ & CO. CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEKETA INVESTMENT GROUP | 04-2659023 | CHICAGO, IL | NONE | $75K | — |
| REINHART BOERNER VAN DEUREN S.C. | 39-1126909 | CHICAGO, IL | NONE | $69K | — |
| TIC INTERNATIONAL | 13-2600875 | LANSING, MI | NONE | $39K | — |
| ERIC J. FERNANDEZ & CO. | 36-3141842 | WEST DUNDEE, IL | NONE | $26K | — |
| NEW YORK LIFE TRUST COMPANY | 13-5582869 | WESTWOOD, MA | NONE | $12K | — |
| IBEW LOCAL 461 | 36-1264165 | — | PLAN MANAGER | $10K | — |
| RICHARD J. WOLF CO. | 36-3182363 | PALOS PARK, IL | NONE | $5K | — |
| FRSECURE | — | EDINA, MN | NONE | $5K | — |
Investments
25 direct securities · 3 pooled funds· $176.9M(100% 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
$156.1M
25 holdings
Common Collective Trust
$13.5M
2 holdings
Pooled Separate Account
$7.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Equity Index 500 Mutual Fund-Self Dir Acc | — | — | $17.6M | $26.6M | 15.5% | |
| Dodge & Cox Stock Fund Mutual Fund-Self Dir Acc | — | — | $14.0M | $16.7M | 9.8% | |
| JHancock US Global Growth Leaders Mutual Fund-Self Dir Acc | — | — | $14.1M | $16.4M | 9.6% | |
| Columbia Acorn Intl Mutual Fund-Self Dir Acc | — | — | $10.9M | $10.3M | 6.0% | |
| AQR DIVERSIFYING COLLECTIVE INVEST. JOHN HANCOCK TRUST COMPANY · EIN 16-1611843 / PN 001 | Common Collective Trust | — | $6.8M | $9.4M | 5.5% | |
| Carillon Reams Unconstrained Mutual Fund-Core Fund | — | — | $7.8M | $7.7M | 4.5% | |
| NY Life Anchor I Pooled Separate Account | — | — | $6.9M | $7.3M | 4.2% | |
| PSA NO. 25 STABLE VALUE ACCOUNT · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $7.3M | 4.2% | |
| Kovitz Investment Group Common Stock-Core Fund | — | — | $2.4M | $6.9M | 4.0% | |
| WCM Focused Growth Mutual Fund-Core Fund | — | — | $5.5M | $6.3M | 3.7% | |
| T. Rowe Price International Stock Mutual Fund-Core Fund | — | — | $5.5M | $6.2M | 3.6% | |
| DFA Emerging Markets Mutual Fund-Core Fund | — | — | $5.5M | $6.1M | 3.6% | |
| JP Morgan Alerian MLP ETN - Core Fund | — | — | $5.7M | $6.0M | 3.5% | |
| DoubleLine Total Return Mutual Fund-Core Fund | — | — | $6.6M | $5.9M | 3.5% | |
| T. Rowe Price International Stock Mutual Fund-Self Dir Acc | — | — | $5.2M | $5.5M | 3.2% | |
| Columbia Acorn USA Mutual Fund-Core Fund | — | — | $5.5M | $5.2M | 3.0% | |
| Virtus NFJ Small Cap Value Adm Mutual Fund-Self Dir Acc | — | — | $4.3M | $4.4M | 2.6% | |
| Metropolitan West Total Return Mutual Fund-Self Dir Acc | — | — | $4.9M | $4.2M | 2.5% | |
| IBEW-NECA EQUITY INDEX JOHN HANCOCK TRUST COMPANY · EIN 16-1611843 / PN 001 | Common Collective Trust | — | $1.9M | $4.1M | 2.4% | |
| JHancock US Global Growth Mutual Fund-Core Fund | — | — | $2.7M | $3.8M | 2.2% | |
| Brokerage Account Mutual Fund-Self Dir Acc | — | — | $3.3M | $3.3M | 1.9% | |
| American Core Realty LLC - Core Fund | — | — | $220K | $1.5M | 0.9% | |
| DFA Emerging Markets Mutual Fund-Self Dir Acc | — | — | $1.4M | $1.5M | 0.9% | |
| Vanguard ST Inf Pr Sec Idx Adm Mutual Fund-Core Fund | — | — | $1.5M | $1.5M | 0.9% | |
| Lexington Capital Partners VIII Partnership - Core Fund | — | — | $1.2M | $1.2M | 0.7% | |
| White Oak Summit Fund LP Partnership - Core Fund | — | — | $1.4M | $1.0M | 0.6% | |
| Bain Capital Specialty Finance Common Stock-Core Fund | — | — | $567K | $503K | 0.3% | |
| Tricon Housing Partners US II B LP Partnership - Core Fund | — | — | $20K | $20K | <0.1% |