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Original filing (PDF)20260210135823NAL0003135824001
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS' LOCAL NO. 324 VACATION AND HOLIDAY FUND OF MICHIGAN
Health & welfare plan
Signals · 3
100% in single holdingNo recordkeeper disclosed7 service providers
Active participants
8,515
Accounts w/ balance
—
Plan assets (EOY)
$34.3M
Net assets (EOY)
$3.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "JPMorgan Money market fund - JPMorgan U.S. Government Money Market Fund Premier" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324
EIN
38-6195525
Address
5600 NEW KING STREET, SUITE 330 · TROY, MI · 48098
Phone
(248) 813-9800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-10
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | — | NONE KNOWN | $43K | — |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. | 38-2388845 | — | NONE KNOWN | $26K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $19K | — |
| ASHERKELLY | — | SOUTHFIELD, MI | NONE KNOWN | $15K | — |
| WEISMAN, YOUNG & RUEMENAPP, P.C. | 38-2590458 | — | NONE KNOWN | $10K | — |
| AMERICAN GRAPHICS PRINTING CO. | — | CLINTON TWP, MI | NONE KNOWN | $5K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE KNOWN | $0 | — |
Investments
1 direct security· $20.1M(59% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Money market fund - JPMorgan U.S. Government Money Market Fund Premier | — | — | $20.1M | $20.1M | 58.6% |