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Original filing (PDF)20250812170605NAL0004436835001
JOINT BOARD OF TRUSTEES OF CONSTRUCTION INDUSTRY OF ROCKFORD, ILLINOI
Form 5500
FILING_RECEIVED
CONSTRUCTION INDUSTRY RETIREMENT FUND OF ROCKFORD
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
10,825
Accounts w/ balance
11,359
Plan assets (EOY)
$564.1M
Net assets (EOY)
$563.3M
How this plan invests
This plan
8 collective trusts
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 (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 235% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES OF CONSTRUCTION INDUSTRY OF ROCKFORD, ILLINOI.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES OF CONSTRUCTION INDUSTRY OF ROCKFORD, ILLINOI
EIN
36-6131610
Address
6525 CENTURION DRIVE · LANSING, MI · 489179275
Phone
(866) 266-9866
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-12
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $298K | — |
| TIC MIDWEST, LLC | 13-2600875 | — | NONE | $147K | — |
| WILLIAMS MCCARTHY, LLP | 20-5568874 | — | NONE | $137K | — |
| DOLAN MCENIRY CAPITAL MANAGEMENT | 36-4169967 | — | NONE | $136K | — |
| MEKETA GROUP | 04-2659023 | — | NONE | $125K | — |
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $95K | — |
| CONSTRUCTION INDUSTY WELFARE FUND | 36-2265130 | — | NONE | $88K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $47K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $33K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $28K | — |
Investments
8 pooled funds· $239.4M(42% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| COMERICA LARGE CAP VALUE INDEX FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-3192894 / PN 001 | Common Collective Trust | $40.4M | 7.2% |
| AQR DIVERSIFYING STRATEGIES FUND GLOBAL TRUST COMPANY · EIN 90-6194032 / PN 008 | Common Collective Trust | $39.7M | 7.0% |
| COMERICA SMALL CAP INDEX FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-3192888 / PN 001 | Common Collective Trust | $34.9M | 6.2% |
| COMERICA MEDIUM CAP INDEX FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-6589863 / PN 001 | Common Collective Trust | $34.5M | 6.1% |
| COMERICA FOREIGN EQUITY FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-6589861 / PN 001 | Common Collective Trust | $31.0M | 5.5% |
| GALLIARD STABLE RETURN FUND PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | $30.7M | 5.4% |
| COMERICA U.S. ALL CAP INDEX FUND COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 30-0216651 / PN 001 | Common Collective Trust | $20.3M | 3.6% |
| LONGVIEW BUILD AMERICA BOND VEBA AMALGAMATED BANK · EIN 90-0533698 / PN 017 | Common Collective Trust | $7.9M | 1.4% |