Original filing (PDF)20251013082712NAL0000376739001

BOARD OF TRUSTEES OF THE PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN

Name: BOARD OF TRUSTEES OF THE PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN — PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF THE PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN

Form 5500

FILING_RECEIVED

PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issued~98 bps in Sched C fees

Active participants

194

Accounts w/ balance

260

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

How this plan invests

This plan

37 pooled trusts

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES OF THE PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN

EIN

52-1718093

Address

6037 BALTIMORE AVENUE · RIVERDALE, MD · 20737

Phone

(301) 699-1202

Industry

Manufacturingsee 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

2025-10-13

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

WITHUMSMITH+BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$90K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS	36-4291971	—	INVESTMENT ADVISOR	$13K	—

Investments

3 direct securities · 37 pooled funds· $13.6M(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.

Pooled Separate Account

$13.6M

37 holdings

Other securities

$48K

2 holdings

Cash / Money Market

$1K

1 holding

					% of plan
FIDELITY CONTRAFUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$2.5M	18.3%
JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$1.5M	11.4%
JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$1.3M	9.3%
CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$1.2M	8.9%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$1.1M	7.9%
T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$1.0M	7.4%
JH MULTIMANAGER AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$493K	3.6%
MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$482K	3.5%
FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$375K	2.8%
CARILLON EAGLE MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$359K	2.6%
JH MULTIMANAGER CONSERVATIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$296K	2.2%
FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$295K	2.2%
AMERICAN FUNDS 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$270K	2.0%
AF US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$234K	1.7%
AMERICAN FUNDS 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$219K	1.6%
MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$200K	1.5%
AMERICAN FUNDS 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$188K	1.4%
INVESCO GLOBAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$169K	1.2%
AMERICAN FUNDS 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$168K	1.2%
JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$154K	1.1%
AMERICAN FUNDS 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$146K	1.1%
VANGUARD TOTAL INTL STOCK INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$138K	1.0%
INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$117K	0.9%
INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$104K	0.8%
HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$103K	0.8%
TIAA-CREF SMALL-CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$83K	0.6%
AMERICAN FUNDS 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$71K	0.5%
JOHN HANCOCK STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$65K	0.5%
JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$63K	0.5%
AMERICAN FUNDS 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$41K	0.3%
AMERICAN FUNDS 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$39K	0.3%
John Hancock Life Insurance Company EuroPacific Growth Fund	Other securities	—	—	$35K	0.3%
AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$35K	0.3%
ROYCE OPPORTUNITY JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$31K	0.2%
AMERICAN FUNDS 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$26K	0.2%
AMERICAN FUNDS 2010 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$19K	0.1%
Notes receivable from participants Various maturity dates with interest rates	Other securities	—	—	$13K	<0.1%
United Bank Interest-bearing cash	Cash / Money Market	—	—	$1K	<0.1%
SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$0	<0.1%
INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$0	<0.1%