Original filing (PDF)20251015075736NAL0004289409001

BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

Name: BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN — U. A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

Form 5500

FILING_RECEIVED

U. A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Signals · 2

Late participant contributions7 service providers

Active participants

814

Accounts w/ balance

834

Plan assets (EOY)

$75.7M

Net assets (EOY)

$75.7M

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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 109K (6% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

EIN

94-2859426all filings

Address

4160 DUBLIN BOULEVARD, SUITE 100 · DUBLIN, CA · 945687756

Phone

(925) 833-7300

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

WITHUMSMITH+BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER	—	GREENWOOD VILLAGE, CO	NONE	$29K	—
THE VANGUARD GROUP	23-1945930	—	NONE	$11K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp

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.