Back to filter
Original filing (PDF)20251125172241NAL0003525313001
ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN
Form 5500
FILING_RECEIVED
ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN
Health & welfare plan
Signals · 2
~264 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,523
Accounts w/ balance
—
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.5M
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
- 264 bps in Schedule C fees — 809% above peer band of 29 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 ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN.
Plan sponsor
Name
ELECTRICAL CONSTRUCTION INDUSTRY VACATION - HOLIDAY PLAN
EIN
39-1038147
Address
11001 WEST PLANK COURT SUITE 120 · WAUWATOSA, WI · 53226
Phone
(414) 778-0068
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-11-25
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
REILLY, PENNER & BENTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELECTRICAL PENSION PLAN | 39-1291994 | — | P.I.I. | $223K | — |
| NECA MILWAUKEE CHAPTER | 39-0260800 | — | P.I.I. | $194K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | 93-1799133 | — | NONE | $55K | — |
| REILLY, PENNER & BENTON LLP | 39-0747409 | — | NONE | $46K | — |
| REINHART, BOERNER, VAN DEUREN | 39-1126909 | — | NONE | $28K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Electrical Contractors plans
BOARD OF TRUSTEES OF HAWAII ELECTRICIANS VACATION AND HOLIDAY PLAN
HAWAII ELECTRICIANS VACATION AND HOLIDAY PLAN
$20.8M · 2,022 participants
OIL CAPITAL ELECTRIC, LLC
OCE 401(K) PLAN
$20.8M · 268 participants
TRITECH COMMUNICATIONS, INC
TRITECH COMMUNICATIONS, INC. 401(K) PLAN
$20.5M · 218 participants
TEC-CORP
THOMPSON SOLUTIONS GROUP 401(K) PLAN
$20.5M · 181 participants
GLKD HOLDINGS, INC.
HILTY'S EMPLOYEE STOCK OWNERSHIP PLAN
$20.4M · 260 participants
WESTMORELAND ELECTRIC SERVICES, LLC
WESTMORELAND ELECTRIC SERVICES 401(K) PROFIT SHARING PLAN
$20.4M · 114 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B