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Original filing (PDF)20251222153806NAL0022376786001
MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN
Form 5500
FILING_RECEIVED
MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN
Health & welfare plan
Signals · 4
35% in single holding~2394 bps in Sched C feesNo recordkeeper disclosed39 service providers
Active participants
2,395
Accounts w/ balance
—
Plan assets (EOY)
$9.2M
Net assets (EOY)
$8.9M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab U.S. Large-Cap ETF Registered Investment Company" is 35% of plan.
- 2394 bps in Schedule C fees — 4504% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN.
Plan sponsor
Name
MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN
EIN
39-1027476
Address
6300 W. LAYTON AVENUE · GREENFIELD, WI · 53220
Phone
(414) 543-9060
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-22
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
REILLY, PENNER & BENTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
39 rowsOther
39Investments
16 direct securities· $1.9M(20% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF Registered Investment Company | — | — | $674K | $701K | 7.6% | |
| Baird Aggregate Bond Inst Registered Investment Company | — | — | $214K | $204K | 2.2% | |
| Fidelity International Index Registered Investment Company | — | — | $153K | $181K | 2.0% | |
| iShares Core U.S. Aggregate Bond ETF Registered Investment Company | — | — | $169K | $169K | 1.8% | |
| PGIM Total Return Bond R6 Registered Investment Company | — | — | $129K | $128K | 1.4% | |
| Fidelity Emerging Markets Index Fund Registered Investment Company | — | — | $71K | $76K | 0.8% | |
| Voya Intermediate Bond R6 Registered Investment Company | — | — | $73K | $72K | 0.8% | |
| Cohen & Steers Institutional Realty Shares Registered Investment Company | — | — | $64K | $66K | 0.7% | |
| Janus Henderson Overseas Fund Registered Investment Company | — | — | $52K | $56K | 0.6% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 Registered Investment Company | — | — | $57K | $56K | 0.6% | |
| NYLI CBRE Global Infrastructure Class R6 Registered Investment Company | — | — | $32K | $33K | 0.4% | |
| Lazard Global Listed Infrastructure Portfolio Registered Investment Company | — | — | $29K | $32K | 0.3% | |
| NYLI MacKay High Yield Corp Bond Cl R6 Registered Investment Company | — | — | $26K | $26K | 0.3% | |
| Artisian High Income Fund Registered Investment Company | — | — | $26K | $26K | 0.3% | |
| Undiscovered Managers Behavioral Value Fund Class R6 Registered Investment Company | — | — | $24K | $23K | 0.2% | |
| Columbia Small Cap Growth Institutional Registered Investment Company | — | — | $14K | $15K | 0.2% |
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