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Original filing (PDF)20260305130042NAL0004280193001
TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401(
Form 5500
FILING_RECEIVED
IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND
401(k) retirement plan
Signals · 3
59% in single holdingNo recordkeeper disclosed7 service providers
Active participants
1,020
Accounts w/ balance
2,003
Plan assets (EOY)
$142.9M
Net assets (EOY)
$142.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: AQR DIVERSIFYING STRATEGIES COLLECTIVE INVESTMENT FUND (extraction pending)]" is 59% of plan.
- 30 bps in Schedule C fees — 203% 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 IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401(.
Plan sponsor
Name
TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401(
EIN
36-6519755
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
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-05
Pension benefit codes
2C · Money purchase (other than target benefit)
2J · 401(k) feature
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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | NONE | $232K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $71K | — |
| TIC MIDWEST ADMIN SOLUTIONS | 93-4217445 | — | NONE | $44K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $41K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $28K | — |
| ASHER, GITTLER & D'ALBA, LTD. | 36-2786883 | — | NONE | $12K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $5K | — |
Investments
3 pooled funds· $14.0M(10% 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 |
|---|---|---|---|---|---|---|
| AQR DIVERSIFYING STRATEGIES CIF GLOBAL TRUST COMPANY · EIN 90-6194032 / PN 008 | Common Collective Trust | — | — | $8.3M | 5.8% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $4.2M | 2.9% | |
| LONGVIEW BUILD AMERICA BOND VEBA FD AMALGAMATED BANK · EIN 90-0533698 / PN 017 | Common Collective Trust | — | — | $1.6M | 1.1% |