Original filing (PDF)20260310195247NAL0004348755001

BOARD OF TRUSTEES OF THE MILLWRIGHT UNION INDIVIDUAL ACCOUNT RETIREMEN

Name: BOARD OF TRUSTEES OF THE MILLWRIGHT UNION INDIVIDUAL ACCOUNT RETIREMEN — MILLWRIGHT UNION INDIVIDUAL ACCOUNT RETIREMENT PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF THE MILLWRIGHT UNION INDIVIDUAL ACCOUNT RETIREMEN

Form 5500

FILING_RECEIVED

MILLWRIGHT UNION INDIVIDUAL ACCOUNT RETIREMENT PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

1,112

Accounts w/ balance

1,120

Plan assets (EOY)

$47.2M

Net assets (EOY)

$47.2M

How this plan invests

This plan

1 collective trust

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

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE MILLWRIGHT UNION INDIVIDUAL ACCOUNT RETIREMEN.

Plan sponsor

Name

BOARD OF TRUSTEES OF THE MILLWRIGHT UNION INDIVIDUAL ACCOUNT RETIREMEN

EIN

39-1707392

Address

3001 METRO DRIVE, SUITE 500 · BLOOMINGTON, MN · 55425

Phone

(952) 854-0795

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$82K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALPHA INVESTMENT CONSULTING GROUP	39-1859759	—	NONE	$35K	—

Investments

1 pooled fund· $46.5M(99% 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.