Original filing (PDF)20260214083007NAL0002862898001

OHIO BRICKLAYERS LOCAL NO. 8 SECURITY PLAN BOARD OF TRUSTEES

Name: OHIO BRICKLAYERS LOCAL NO. 8 SECURITY PLAN BOARD OF TRUSTEES — OHIO BRICKLAYERS LOCAL NO. 8 SECURITY PLAN, Form 5500 (2024)
Creator: OHIO BRICKLAYERS LOCAL NO. 8 SECURITY PLAN BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

OHIO BRICKLAYERS LOCAL NO. 8 SECURITY PLAN

Defined-contribution retirement plan

Signals · 2

29% in single holdingNo recordkeeper disclosed

Active participants

543

Accounts w/ balance

1,021

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO BRICKLAYERS LOCAL NO. 8 SECURITY PLAN BOARD OF TRUSTEES.

Plan sponsor

Name

OHIO BRICKLAYERS LOCAL NO. 8 SECURITY PLAN BOARD OF TRUSTEES

EIN

52-2101436

Address

3660 STUTZ DRIVE SUITE 101 · CANFIELD, OH · 44406

Phone

(330) 270-0453

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-02-14

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

DGPERRY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENESYS	38-2383171	CANFIELD, OH	NONE	$16K	—
DGPERRY, PLLC	83-3033790	CANFIELD, OH	NONE	$12K	—

Investments

6 direct securities· $9.9M(97% of reported assets)

Uncategorized

$7.4M

5 holdings

Mutual Funds

$2.5M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index FD Mutual fund	—	—	$1.9M	$2.9M	28.7%
Baird Intermediate BD FD Mutual fund	Mutual Funds	—	$2.6M	$2.5M	24.2%

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