Original filing (PDF)20251219094409NAL0014125618001

BOARD OF TRUSTEES SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PLAN

Name: BOARD OF TRUSTEES SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PLAN — SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PLAN

Form 5500

FILING_RECEIVED

SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN

401(k) retirement plan

Signals · 3

~130 bps in Sched C feesNo recordkeeper disclosed6 service providers

Active participants

633

Accounts w/ balance

997

Plan assets (EOY)

$24.5M

Net assets (EOY)

$24.5M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PLAN

EIN

74-2846833

Address

6121 INDIAN SCHOOL RD NE STE 123 · ALBUQUERQUE, NM · 871103102

Phone

(505) 265-8422

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-12-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

BALDWIN MOFFITT BEHM LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MATRIX TRUST CO	75-3182674	—	NONE	$145K	—
ONE AMERICA RETIREMENT SERVICES LLC	46-5378846	—	NONE	$97K	—
SOUTHWEST SERVICE ADMINISTRATORS	86-0785790	—	NONE	$30K	—
KELLEY LAW GROUP	—	PHOENIX, AZ	NONE	$22K	—
MARSH & MCLENNON	—	NEW YORK CITY, NY	NONE	$14K	—
BALDWIN MOFFITT BEHM LLP

Investments

1 pooled fund· $2.0M(8% 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.

Investment	Type	Current value	% of plan
ONE AMERICA STABLE VALUE FUND BMO HARRIS BANK · EIN 39-6490536 / PN 001	Common Collective Trust	$2.0M	8.3%

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