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Original filing (PDF)20250408115503NAL0020225713002
MILLWRIGHTS & MACHINERY ERECTORS LOCAL 1192 DEFINED CONTRIBUTION PENSI
Form 5500
FILING_RECEIVED
MILLWRIGHTS & MACHINERY ERECTORS LOCAL 1192 DEFINED CONTRIBUTION PENSION PLAN
Defined-contribution retirement plan
Signals · 1
8 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLWRIGHTS & MACHINERY ERECTORS LOCAL 1192 DEFINED CONTRIBUTION PENSI.
Plan sponsor
Name
MILLWRIGHTS & MACHINERY ERECTORS LOCAL 1192 DEFINED CONTRIBUTION PENSI
EIN
63-0935670
Address
2001 CALDWELL DRIVE · GOODLETTSVILLE, TN · 37072
Phone
(615) 859-0131
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL MANAGEMENT | 27-5440911 | — | NONE | $219K | — |
| ULLICO INVESTMENT ADVISORS | 13-1423090 | — | NONE | $64K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | — | NONE | $35K | — |
| REYNOLDS CONSULTING SERVICES | 20-1899564 | — | NONE | $31K | — |
| WILMINGTON TRUST | 16-0538020 | — | NONE | $29K | — |
| DANIELS, IRWIN & AYLOR CPAS | 62-1802605 | — | NONE | $19K | — |
| QUINN, CONNOR, WEAVER & DAVIES | 45-1444874 | — | NONE | $13K | — |
| THE YOUNGDAHL LAW FIRM PC | — | HOUSTON, TX | NONE | $6K | — |
Investments
1 pooled fund· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $0 | — |