Original filing (PDF)20251015171254NAL0002688899004

IBEW LOCAL UNION NO 226

Name: IBEW LOCAL UNION NO 226 — IBEW LOCAL UNION NO 226 OPEN END DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: IBEW LOCAL UNION NO 226

Form 5500

FILING_RECEIVED

IBEW LOCAL UNION NO 226 OPEN END DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Signals · 2

Late participant contributions~102 bps in Sched C fees

Active participants

843

Accounts w/ balance

777

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

How this plan invests

This plan

5 collective trusts

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

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 80K (3% of contributions).
Total administrative cost in the bottom quartile of peers (5th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IBEW LOCAL UNION NO 226.

Plan sponsor

Name

IBEW LOCAL UNION NO 226

EIN

48-6171386all filings

Address

4101 SOUTHGATE DRIVE, SUITE A · TOPEKA, KS · 666091352

Phone

(785) 267-0140

Industry

Other Services (ex. Public Admin)see 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

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

RUBINBROWN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$86K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
IBEW LOCAL UNION 226	48-6171386	—	CONTRACT ADMINISTRATOR	$36K	—

Investments

5 pooled funds· $1.6M(13% 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.

Pooled Separate Account

$1.5M

4 holdings

Common Collective Trust

$72K

1 holding

			% of plan
PRINCIPAL LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$766K	6.4%
PRINCIPAL MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	$393K	3.3%
PRINCIPAL SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	$321K	2.7%
PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274328 / PN 001	Common Collective Trust	$72K	0.6%
PRINCIPAL BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122	Pooled Separate Account	$11K	<0.1%