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Original filing (PDF)20240410102020NAL0043193970001
TRUSTEES OF CSRA ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND
Form 5500
FILING_RECEIVED
CSRA ELECTRICAL JOINT APPRENTICESHIP TRUST FUND
Health & welfare plan
Signals · 3
~348 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
208
Accounts w/ balance
—
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 348 bps in Schedule C fees — 569% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF CSRA ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND.
Plan sponsor
Name
TRUSTEES OF CSRA ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND
EIN
58-6073044
Address
1248 REYNOLDS ST · AUGUSTA, GA · 309011102
Phone
(706) 722-4100
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-10
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DONALD KELLY | 58-6073044 | — | EMPLOYEE | $113K | — |
| RACHEL CURRY | 58-6073044 | — | EMPLOYEE | $86K | — |
| ELIZABETH TEVID | 58-6073044 | — | EMPLOYEE | $48K | — |
| UNION UP | — | ATLANTA, GA | NONE | $16K | — |
| G&S COMPUTING | — | AIKEN, SC | NONE | $15K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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