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Original filing (PDF)20250414133555NAL0001738673002
BOARD OF TRUSTEES OF PAINTERS DISTRICT COUNCIL #58 401(K) PLAN
Form 5500
FILING_RECEIVED
PAINTERS DISTRICT COUNCIL #58 401(K) PLAN
401(k) retirement plan
Active participants
651
Accounts w/ balance
991
Plan assets (EOY)
$42.4M
Net assets (EOY)
$42.4M
How this plan invests
This plan
2 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)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
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 BOARD OF TRUSTEES OF PAINTERS DISTRICT COUNCIL #58 401(K) PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF PAINTERS DISTRICT COUNCIL #58 401(K) PLAN
EIN
37-1365545
Address
940 CALIFORNIA AVE · COLLINSVILLE, IL · 62234
Phone
(618) 345-6646
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ROMOLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $66K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING USA | 85-0402842 | — | CONTRACT ADMINISTRATOR | $40K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROMOLO & ASSOCIATES, LLC | 84-2885766 | — | NONE | $18K | — |
| THE PNC FINANCIAL SERVICES GROUP, I | 22-1146430 | — | NONE | $17K | — |
| CAVANAGH & OHARA, LLP | 37-1259635 | — | NONE | $7K | — |
Investments
2 pooled funds· $1.1M(3% 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 |
|---|---|---|---|
| PUTNAM STABLE VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 04-3159710 / PN 002 | Common Collective Trust | $1.1M | 2.5% |
| U.S. REIT FUND PRINCIPAL GLOBAL INVESTORS · EIN 82-2725212 / PN 001 | Common Collective Trust | $13K | <0.1% |