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Original filing (PDF)20251015123223NAL0006261952003
I.A.T.S.E. LOCAL NO. 6
Form 5500
FILING_RECEIVED
I.A.T.S.E. LOCAL NO. 6 PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
721
Accounts w/ balance
962
Plan assets (EOY)
$22.0M
Net assets (EOY)
$21.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 56% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I.A.T.S.E. LOCAL NO. 6.
Plan sponsor
Name
I.A.T.S.E. LOCAL NO. 6
EIN
43-0497330
Address
6525 CENTURION DRIVE · LANSING, MI · 48917
Phone
(517) 327-2154
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIC INTERNATIONAL CORPORATION | 13-2600875 | CARMEL, IN | THIRD PARTY ADMINISTRATOR | $52K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS MINKLER HUBER HELM LLP | 43-0831507 | — | NONE | $22K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $20K | — |
| QBOX FIDUCIARY SOLUTIONS, LLC | — | FORT WAYNE, IN | NONE | $6K | — |
| NYLIFE SECURITIES, LLC | 13-2649692 | CREVE COEUR, MO | NONE | $0 | — |
Investments
33 direct securities · 1 pooled fund· $39.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$21.2M
32 holdings
Pooled Separate Account
$18.1M
1 holding
Pooled Separate Accounts
$278K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $18.1M | 82.3% | |
| Vanguard Wellesley Income Fund Admiral | — | — | — | $3.6M | 16.5% | |
| Investment Contracts * AUL Stable Value Account | — | — | — | $3.3M | 15.1% | |
| Fidelity 500 Index Fund | — | — | — | $2.6M | 11.9% | |
| Franklin DynaTech Fund Class R6 | — | — | — | $2.1M | 9.5% | |
| American Funds New Perspective Class R-6 | — | — | — | $1.7M | 7.9% | |
| Putnam Large Cap Value R6 | — | — | — | $1.3M | 6.1% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $810K | 3.7% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $625K | 2.8% | |
| Nuveen Lifestyle Aggressive Gr R6 | — | — | — | $579K | 2.6% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $568K | 2.6% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $512K | 2.3% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $490K | 2.2% | |
| Vanguard Intermediate Term Bond Index Fund | — | — | — | $462K | 2.1% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $392K | 1.8% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $333K | 1.5% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $318K | 1.4% | |
| American Funds International Growth and Income Class R-6 | — | — | — | $285K | 1.3% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $280K | 1.3% | |
| American Century Small Cap Growth Fund Investor Class | Pooled Separate Accounts | — | — | $278K | 1.3% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $165K | 0.8% | |
| American Funds American Balanced Class R-6 | — | — | — | $159K | 0.7% | |
| Lord Abbett Bond Debunture Class R6 | — | — | — | $97K | 0.4% | |
| American Funds The Income Fund of America Class R-6 | — | — | — | $78K | 0.4% | |
| DFA Global Allocation 25/75 Portfolio Institutional Class | — | — | — | $61K | 0.3% | |
| Nuveen Mid Cap Value R6 | — | — | — | $57K | 0.3% | |
| American Funds New World Class R-6 | — | — | — | $57K | 0.3% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $44K | 0.2% | |
| Franklin Small-Mid Cap Growth Fund Class R6 | — | — | — | $32K | 0.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $8K | <0.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $7K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $3K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund | — | — | — | $2K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund ** 33 American Funds 2015 Target Date Retirement Fund | — | — | — | $1K | <0.1% |