Original filing (PDF)20250715164903NAL0002476769003

BOARD OF TRUSTEES OF THE USMX-ILA MONEY PURCHASE FUND AND SAVINGS PLAN

Name: BOARD OF TRUSTEES OF THE USMX-ILA MONEY PURCHASE FUND AND SAVINGS PLAN — USMX-ILA MONEY PURCHASE FUND AND SAVINGS PLAN, Form 5500 (2023)
Creator: BOARD OF TRUSTEES OF THE USMX-ILA MONEY PURCHASE FUND AND SAVINGS PLAN

Form 5500

FILING_RECEIVED

USMX-ILA MONEY PURCHASE FUND AND SAVINGS PLAN

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed8 service providers

Active participants

5,297

Accounts w/ balance

5,373

Plan assets (EOY)

$77.8M

Net assets (EOY)

$76.0M

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 OF THE USMX-ILA MONEY PURCHASE FUND AND SAVINGS PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES OF THE USMX-ILA MONEY PURCHASE FUND AND SAVINGS PLAN

EIN

83-2053281

Address

125 CHUBB AVENUE, SUITE 350NB · LYNDHURST, NJ · 070713504

Phone

(732) 404-3100

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

CALIBRE CPA GROUP PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN SERVIC	01-0233346	—	NONE	$100K	—
MARSHALL AND MOSS	81-2845805	—	NONE	$93K	—
PRUDENTIAL INSURANCE COMPANY	22-1211670	—	NONE	$64K	—
REYNOLDS SECURITY	20-1899564	—	NONE	$48K	—
THE LAMBOS FIRM, LLP	13-3864093	—	NONE	$42K	—
MAZZOLA MARDON, P.C.

Investments

1 pooled fund· $0(0% 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
QMA MID CAP INDEX FUND PRIAC · EIN 06-1050034 / PN 833	Pooled Separate Account	$0	<0.1%

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