Original filing (PDF)20251219083008NAL0006182401003

BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 6 RETIREMENT PLAN

Name: BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 6 RETIREMENT PLAN — IRONWORKERS LOCAL NO. 6 RETIREMENT PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 6 RETIREMENT PLAN

Form 5500

FILING_RECEIVED

IRONWORKERS LOCAL NO. 6 RETIREMENT PLAN

Defined-benefit pension plan

Signals · 4

35% in single holding~145 bps in Sched C feesNo recordkeeper disclosed6 service providers

Active participants

209

Accounts w/ balance

—

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

How this plan invests

This plan

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 6 RETIREMENT PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 6 RETIREMENT PLAN

EIN

87-2177114

Address

196 ORCHARD PARK ROAD · WEST SENECA, NY · 14224

Phone

(716) 828-1400

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-19

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

ARCARA LENDA EUSANIO & STACEY CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
RONALD SOKOLOWSKI	13-3234213	—	EMPLOYEE	$44K	—
USI CONSULTING GROUP	06-1053228	—	NONE	$25K	—
ARCARA LENDA EUSANIO & STACEY	47-1793720	—	NONE	$22K	—
MARINER INSTITUTIONAL, LLC	59-3676225	—	NONE	$14K	—
BRIDGEWAY BENEFIT TECHNOLOGIES	52-1796473	—	NONE	$11K	—
LIPSITZ GREEN SCIME CAMBRIA

Investments

4 direct securities· $7.8M(93% of reported assets)

Uncategorized

$7.1M

3 holdings

Mutual Funds

$630K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Market Index Fund 18,992 Shares	—	—	$2.1M	$2.7M	32.2%
Vanguard Total Bond Market Index Fund 261,143 Shares	—	—	$2.5M	$2.5M	29.9%
Face Value/ No. of Shares Investments, at Fair Value Money Market Funds * Wilmington U.S. Gov't MM Fund 1,954,466 Units

Related plans

Other plans using RONALD SOKOLOWSKI

BOARD OF TRUSTEES, IRONWORKERS LOCAL NO. 6 PROFIT SHARING PLAN

IRONWORKERS LOCAL NO. 6 PROFIT SHARING PLAN

$32.2M · 359 participants

BOARD OF TRUSTEES, IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY FUND

IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN

$13.4M · 370 participants

BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 6 PENSION FUND

IRONWORKERS LOCAL NO. 6 PENSION PLAN

$1.2M

Similar-size Construction plans

ACADEMY ROOFING CO.

ACADEMY ROOFING CO. 401(K) PLAN

$8.4M · 57 participants