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Original filing (PDF)20251010171144NAL0008051697005
TRUSTEES OF OPERATING ENGINEERS LOCAL #49 DEFINED CONTRIBUTION PLAN
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS LOCAL #49 DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
12,520
Accounts w/ balance
12,463
Plan assets (EOY)
$71.1M
Net assets (EOY)
$71.0M
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
- 67 bps in Schedule C fees — 319% above peer band of 16 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 OPERATING ENGINEERS LOCAL #49 DEFINED CONTRIBUTION PLAN.
Plan sponsor
Name
TRUSTEES OF OPERATING ENGINEERS LOCAL #49 DEFINED CONTRIBUTION PLAN
EIN
84-5030668
Address
3001 METRO DRIVE, SUITE 500 · BLOOMINGTON, MN · 554251617
Phone
(952) 854-0795
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
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 |
|---|---|---|---|---|---|
| MILLIMAN INC. | 91-0675641 | — | NONE | $291K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $53K | — |
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $53K | — |
| REINHART BOERNER VAN DEUREN S.C. | 39-1126909 | — | NONE | $51K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $16K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | 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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