Back to filter
Original filing (PDF)20251001151107NAL0013393841001
BOARD OF TRUSTEES, IBEW LOCAL 405 DEFERRED SAVINGS PLAN
Form 5500
FILING_RECEIVED
IBEW LOCAL 405 DEFERRED SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
886
Accounts w/ balance
1,056
Plan assets (EOY)
$262.6M
Net assets (EOY)
$262.5M
How this plan invests
This plan
1 pooled trust
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, IBEW LOCAL 405 DEFERRED SAVINGS PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, IBEW LOCAL 405 DEFERRED SAVINGS PLAN
EIN
42-1494475
Address
424 FIRST AVENUE NE · CEDAR RAPIDS, IA · 524011400
Phone
(319) 398-3283
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $89K | — |
| REINHART BOERNER VAN DEUREN | 39-1126909 | — | NONE | $80K | — |
| EMPLOYEE GROUP SERVICES LTD DBA AUX | 42-1426202 | — | NONE | $37K | — |
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $32K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $26K | — |
| BROADRIDGE FINANCIAL SOLUTIONS, INC | — | LAKE SUCCESS, NY | NONE | $25K | — |
Investments
11 direct securities · 1 pooled fund· $291.0M(100% 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.
Uncategorized
$260.2M
11 holdings
Pooled Separate Account
$30.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund | — | — | $47.2M | $43.4M | 16.5% | |
| JPMorgan Large Cap Growth R6 | — | — | $26.5M | $41.7M | 15.9% | |
| Dodge & Cox Stock Fund | — | — | $29.4M | $37.0M | 14.1% | |
| American Funds Europacific Growth F3 | — | — | $36.1M | $35.0M | 13.3% | |
| New York Life Anchor Account 35 | — | — | $22.1M | $30.9M | 11.8% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $30.9M | 11.8% | |
| Vanguard 500 Index Admiral | — | — | $12.7M | $20.3M | 7.7% | |
| Cohen & Steer Realty Shares | — | — | $17.0M | $16.7M | 6.4% | |
| Conestoga Small Cap Fund | — | — | $12.7M | $15.8M | 6.0% | |
| American Century Small Cap Fund | — | — | $12.8M | $13.3M | 5.0% | |
| Vanguard Index TR Small Cap Stock Fund | — | — | $4.4M | $6.0M | 2.3% | |
| Matrix Trust Company Cash Account | — | — | $135K | $135K | <0.1% |