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Original filing (PDF)20250618155600NAL0006596130001
TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN
Form 5500
FILING_RECEIVED
ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,408
Accounts w/ balance
1,525
Plan assets (EOY)
$204.0M
Net assets (EOY)
$204.0M
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 (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
- 16 bps in Schedule C fees — 58% above peer band of 10 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 TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN.
Plan sponsor
Name
TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN
EIN
41-6046858
Address
1330 CONWAY STREET · SUITE 130 · ST. PAUL, MN · 55106
Phone
(651) 776-4239
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-18
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $139K | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $93K | — |
| INVESTMENT CONSULTING SERVICES, LLC | 32-0016703 | — | NONE | $60K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $18K | — |
| SHUMAKER LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $12K | — |
Investments
1 pooled fund· $17.6M(9% 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 |
|---|---|---|---|
| IBEW-NECA STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 93-6223188 / PN 001 | Common Collective Trust | $17.6M | 8.6% |
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