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Original filing (PDF)20251010185507NAL0004867427001
BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B
Form 5500
FILING_RECEIVED
IBEW LOCAL 332 PENSION PLAN PART B
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
2,150
Accounts w/ balance
3,981
Plan assets (EOY)
$885.7M
Net assets (EOY)
$884.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
56 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
- 13 bps in Schedule C fees — 110% 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 BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B.
Plan sponsor
Name
BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B
EIN
51-6105118
Address
6800 SANTA TERESA BLVD STE 100 · SAN JOSE, CA · 95119
Phone
(408) 288-4400
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 | — | NONE | $316K | — |
| NWPS | 91-2090931 | — | NONE | $225K | — |
| FERGUSON WELLMAN | 93-0646988 | — | NONE | $204K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $113K | — |
| WELLS FARGO ADVISORS | 23-2384840 | — | NONE | $69K | — |
| SMART SOURCE CRITICAL COMMUNICATION | — | SUWANEE, GA | NONE | $61K | — |
| KRAW LAW GROUP | 77-0171216 | — | NONE | $48K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $48K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $30K | — |
Investments
53 direct securities · 3 pooled funds· $870.6M(98% 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
$687.0M
53 holdings
Common Collective Trust
$122.1M
2 holdings
Pooled Separate Account
$61.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NYLI Winslow Large Cap Growth R6 | — | 8,346,917 | — | $100.8M | 11.4% | |
| American Funds Europacific Growth R6 | — | 1,801,930 | — | $96.8M | 10.9% | |
| IBEW NECA STABLE VALUE TRUST INVESCO NATIONAL TRUST CO · EIN 93-6223188 / PN 001 | Common Collective Trust | 182,258 | — | $93.4M | 10.5% | |
| PIMCO Total Return Instl | — | 9,882,571 | — | $83.8M | 9.5% | |
| NYLI MacKay Total Return Bond R6 | — | 9,190,190 | — | $82.9M | 9.4% | |
| Vanguard Institutional Index I | — | 139,496 | — | $66.8M | 7.5% | |
| Dodge & Cox Stock Fund X | — | 249,533 | — | $64.2M | 7.2% | |
| PGIM RET REAL ESTATE FD PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 544 | Pooled Separate Account | 2,758,575 | — | $61.5M | 6.9% | |
| Vanguard Extended Market Index Instl | — | 414,709 | — | $59.7M | 6.7% | |
| CREDIT SUISSE ENHANCED COMMODITY RE GREAT GRAY TRUST COMPANY · EIN 27-0346289 / PN 162 | Common Collective Trust | 2,958,738 | — | $28.6M | 3.2% | |
| Loomis Sayles Small Cap Growth Fund N | — | 549,452 | — | $16.3M | 1.8% | |
| DFA US Targeted Value I | — | 363,744 | — | $12.5M | 1.4% | |
| Notes Receivable from Participants | — | — | — | $8.6M | 1.0% | |
| Vanguard Total Intl Stock Index I | — | 67,550 | — | $8.6M | 1.0% | |
| Microsoft Corporation | — | 16,525 | — | $7.0M | 0.8% | |
| Nvidia Corp | — | 46,525 | — | $6.2M | 0.7% | |
| Alphabet Inc Cl A | — | 32,915 | — | $6.2M | 0.7% | |
| Apple Inc | — | 21,160 | — | $5.3M | 0.6% | |
| JPMorgan Core Bond Ultra | — | 409,531 | — | $4.1M | 0.5% | |
| Amazon Com Inc | — | 15,445 | — | $3.4M | 0.4% | |
| Broadcom Ltd | — | 11,940 | — | $2.8M | 0.3% | |
| JPMorgan Chase & Co | — | 11,270 | — | $2.7M | 0.3% | |
| Procter & Gamble Co | — | 15,070 | — | $2.5M | 0.3% | |
| State Street Corp | — | 25,060 | — | $2.5M | 0.3% | |
| Visa Inc Class A Shares | — | 7,740 | — | $2.4M | 0.3% | |
| Parker Hannifin Corp | — | 3,643 | — | $2.3M | 0.3% | |
| Fortive Corp | — | 30,680 | — | $2.3M | 0.3% | |
| Chevron Corp | — | 12,865 | — | $1.9M | 0.2% | |
| Unitedhealth Group Inc | — | 3,660 | — | $1.9M | 0.2% | |
| Philip Morris International | — | 15,170 | — | $1.8M | 0.2% | |
| Palo Alto Networks Inc | — | 9,834 | — | $1.8M | 0.2% | |
| Stryker Corporation | — | 4,609 | — | $1.7M | 0.2% | |
| Abbvie Inc | — | 8,925 | — | $1.6M | 0.2% | |
| Templeton Global Bond R6 | — | 244,604 | — | $1.6M | 0.2% | |
| T-Mobile US Inc | — | 7,095 | — | $1.6M | 0.2% | |
| Entergy Corp | — | 20,590 | — | $1.6M | 0.2% | |
| Tjx Companies | — | 12,865 | — | $1.6M | 0.2% | |
| Crowdstrike Holdings Inc - A | — | 4,465 | — | $1.5M | 0.2% | |
| Servicenow Inc | — | 1,412 | — | $1.5M | 0.2% | |
| Thermo Fisher Scientific Inc | — | 2,717 | — | $1.4M | 0.2% | |
| Veralto Corp | — | 13,475 | — | $1.4M | 0.2% | |
| Motorola Solutions Inc | — | 2,835 | — | $1.3M | 0.1% | |
| Autonation | — | 7,270 | — | $1.2M | 0.1% | |
| Merk & Company Inc | — | 11,450 | — | $1.1M | 0.1% | |
| Home Depot Incorporated | — | 2,885 | — | $1.1M | 0.1% | |
| Textron Inc | — | 13,955 | — | $1.1M | 0.1% | |
| Brown & Brown Inc | — | 9,775 | — | $997K | 0.1% | |
| American International Group | — | 12,330 | — | $898K | 0.1% | |
| Wells Fargo & Co New | — | 12,720 | — | $893K | 0.1% | |
| Avalonbay Communities Inc | — | 3,775 | — | $830K | <0.1% | |
| American Electrical Power Co | — | 8,120 | — | $749K | <0.1% | |
| Wilmington US Government Money Mkt Instl | — | 745,544 | — | $746K | <0.1% | |
| Monster Beverage Corp | — | 13,940 | — | $733K | <0.1% | |
| Cencora Inc | — | 3,150 | — | $708K | <0.1% | |
| Avery Dennison Corp | — | 3,195 | — | $598K | <0.1% | |
| Consumer Staples Select Sector Spdr | — | 6,530 | — | $513K | <0.1% |