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Original filing (PDF)20260115184726NAL0019068224003
BOARD OF TRUSTEES ATLANTA IRONWORKERS LOCAL 387 PENSION PL
Form 5500
FILING_RECEIVED
ATLANTA IRONWORKERS LOCAL #387 PENSION PLAN
Defined-benefit pension plan
Signals · 4
Late filing · 2.0 mo31% in single holdingNo recordkeeper disclosed13 service providers
Active participants
673
Accounts w/ balance
—
Plan assets (EOY)
$135.5M
Net assets (EOY)
$132.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
85
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- Filed 2.0 months past the 10.5-month grace window.
- Top holding "[DFE: INTERNATIONAL FUND (no filing on disk)]" is 31% of plan.
- 47 bps in Schedule C fees — 373% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (13 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES ATLANTA IRONWORKERS LOCAL 387 PENSION PL.
Plan sponsor
Name
BOARD OF TRUSTEES ATLANTA IRONWORKERS LOCAL 387 PENSION PL
EIN
58-6051152
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449
Phone
(615) 859-0131
Industry
Finance & Insurancesee 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
2026-01-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
STEVEN D EISENBERG CPA, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 31-0841368 | ST LOUIS, MO | CUSTODIAL | $9K | — |
Advisor / Consultant
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEDGE CAPITAL MANAGEMENT LLC | 56-1557450 | CHARLOTTE, NC | INVESTMENT MANAGEMENT | $90K | — |
| CHEVY CHASE | 52-6257033 | BETHESDA, MD | INVESTMENT MANAGEMENT | $75K | — |
| GREAT LAKES ADVISORS | 80-0292839 | CHICAGO, IL | INVESTMENT MANAGEMENT | $70K | — |
| BHA CONSULTING | 58-1910292 | SUWANEE, GA | ACTUARIAL | $67K | — |
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | INVESTMENT MANAGEMENT | $64K | — |
| INTERCONTINENTAL REAL ESTATE CORPOR | 13-3786306 | BOSTON, MA | INVESTMENT MANAGEMENT | $57K | — |
| FRED ALGER MANAGEMENT | 13-2510833 | NEW YORK, NY | INVESTMENT MANAGEMENT | $50K | — |
| INVESTMENT PERFORMANCE SERVICE | 58-1645832 | SAVANNAH, GA | INVESTMENT ADVISORY | $50K | — |
| NORTHERN TRUST INVESTMENTS | 36-3608252 | CHICAGO, IL | INVESTMENT MANAGEMENT | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | 62-1116095 | GOODLETTSVILLE, TN | CONTRACT ADMINISTRATION | $67K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN D EISENBERG CPA,PA | 65-0140643 | SUNRISE, FL | AUDITOR | $26K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINN CONNOR WEAVER DAVIES ROUCO L | 45-1444874 | DECATUR, GA | ATTORNEY | $10K | — |
Investments
5 pooled funds· $42.5M(31% 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 |
|---|---|---|---|---|---|---|
| INTERNATIONAL FUND ERNEST PARTNERS · EIN 26-4237750 / PN 001 | Common Collective Trust | — | — | $13.0M | 9.6% | |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6128800 / PN 010 | Common Collective Trust | — | — | $9.3M | 6.9% | |
| GLOBAL VALUE FIRST EAGLE INVESTMENT MGMT LLC · EIN 26-3416056 / PN 001 | Common Collective Trust | — | — | $8.6M | 6.3% | |
| ASB ALLEGIANCE REAL FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $6.9M | 5.1% | |
| US REAL ESTATE INVESTMENT TRUST INTERCONTINENTAL REAL ESTATE CORP · EIN 11-3786306 / PN 001 | Common Collective Trust | — | — | $4.7M | 3.5% |