Original filing (PDF)20251230141416NAL0018842129001

BOARD OF TRUSTEES LOCAL NO. 1 SUBURBAN 401(K) SAVINGS PLAN

Name: BOARD OF TRUSTEES LOCAL NO. 1 SUBURBAN 401(K) SAVINGS PLAN — LOCAL NO. 1 SUBURBAN 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES LOCAL NO. 1 SUBURBAN 401(K) SAVINGS PLAN

Form 5500

FILING_RECEIVED

LOCAL NO. 1 SUBURBAN 401(K) SAVINGS PLAN

Defined-contribution retirement plan

Signals · 3

~329 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

6,465

Accounts w/ balance

6,480

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

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 LOCAL NO. 1 SUBURBAN 401(K) SAVINGS PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES LOCAL NO. 1 SUBURBAN 401(K) SAVINGS PLAN

EIN

84-3791959

Address

1431 OPUS PLACE · SUITE 350 · DOWNERS GROVE, IL · 60515

Phone

(630) 288-6868

Industry

Admin Support & Waste Mgmtsee 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

2025-12-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

LEGACY PROFESSIONALS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
GREG KING	84-3791959	—	TRUSTEE	$5K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSON-MCSHANE CORPORATION	41-0956552	—	NONE	$253K	—
LANER, MUCHIN LTD	36-3088463	—	NONE	$30K	—
BANK OF AMERICA	56-0906609	—	NONE	$28K

Investments

1 pooled fund· $517K(5% 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
GALLIARD STABLE RETURN FUND L SEI TRUST COMPANY · EIN 80-6183992 / PN 001	Common Collective Trust	$517K	4.7%

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