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Original filing (PDF)20251010131212NAL0004275075001
SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN
Form 5500
FILING_RECEIVED
SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN
Defined-contribution retirement plan
Signals · 3
35% in single holdingNo recordkeeper disclosed9 service providers
Active participants
1,058
Accounts w/ balance
1,781
Plan assets (EOY)
$677.7M
Net assets (EOY)
$676.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LEGAL & GENERAL S&P 500 COLLECTIVE (no filing on disk)]" is 35% of plan.
- 24 bps in Schedule C fees — 307% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN.
Plan sponsor
Name
SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN
EIN
51-6052127
Address
6800 SANTA TERESA BLVD., SUITE 100 · SAN JOSE, CA · 95119
Phone
(408) 288-4400
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
2025-10-10
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
INEICH & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | NONE | $1.0M | — |
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 | — | NONE | $240K | — |
| NORTHWEST INVESTMENT CONSULTING | 94-2614826 | — | NONE | $122K | — |
| MG TRUST COMPANY DBA MATRIX TRUST | 75-3182674 | — | NONE | $97K | — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | — | NONE | $76K | — |
| INEICH & COMPANY, LLP | 56-2552172 | — | NONE | $42K | — |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | 94-2576729 | — | NONE | $22K | — |
| SMART SOURCE CRITICAL COMMUNICATION | 30-0830429 | — | NONE | $19K | — |
| PATRIOT GROWTH INSURANCE SERVICES, | 87-2917800 | — | NONE | $18K | — |
Investments
6 pooled funds· $255.2M(38% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 COLLECTIVE LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA, INC. · EIN 20-8058531 / PN 001 | Common Collective Trust | — | — | $88.1M | 13.0% | |
| LEGAL & GENERAL S&P 600 COLLECTIVE LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA, INC. · EIN 20-8058531 / PN 001 | Common Collective Trust | — | — | $77.8M | 11.5% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $68.6M | $62.5M | 9.2% | |
| LEGAL & GENERAL MSCI ACWI EX US COL LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA, INC. · EIN 20-8058531 / PN 001 | Common Collective Trust | — | — | $16.6M | 2.5% | |
| VICTORY TRIVALENT INTL SMALL-CAP CO GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 006 | Common Collective Trust | — | — | $6.1M | 0.9% | |
| INTERCONTINENTAL ENHANCED CORE U.S. INTERCONTINENTAL REAL ESTATE COLLECTIVE INVESTMENT TRUST · EIN 04-2895544 / PN 000 | Common Collective Trust | — | — | $4.1M | 0.6% |
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