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Original filing (PDF)20250415110600NAL0006113730001
BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLAS
Form 5500
FILING_RECEIVED
NO CALIF GLAZIERS, ARCHITECTURAL METAL AND GLASSWORKERS PENSION PLAN
Defined-benefit pension plan
Signals · 3
4 failed disclosuresNo recordkeeper disclosed13 service providers
Active participants
1,623
Accounts w/ balance
—
Plan assets (EOY)
$525.8M
Net assets (EOY)
$525.1M
How this plan invests
This plan
5 collective trusts
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)
75
/ 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
70
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 4 Schedule C providers failed to disclose compensation.
- 53 bps in Schedule C fees — 787% above peer band of 6 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 BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLAS.
Plan sponsor
Name
BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLAS
EIN
94-6083001
Address
4160 DUBLIN BLVD., NO. 400 · DUBLIN, CA · 945687756
Phone
(925) 833-7300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIERRA INVESTMENT MANAGERS | 68-0370668 | — | NONE | $855K | — |
| HEALTH SERVICES AND BENEFIT ADMIN | 94-3089465 | — | NONE | $396K | — |
| WITHUMSMITH+BROWM, P.C. | 22-2027092 | — | NONE | $371K | — |
| SALTZMAN & JOHNSON LAW CORPORATION | 94-2376174 | — | NONE | $243K | — |
| MCMORGAN & COMPANY LLC | 52-2334338 | — | NONE | $211K | — |
| MORGAN STANLEY/GRAYSTONE CONSULTING | 36-3145972 | — | NONE | $200K | — |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 41-2016508 | — | NONE | $188K | — |
| US BANK | 31-0841368 | — | NONE | $130K | — |
| THE SEGAL COMPANY (WESTERN STATES) | 94-1503999 | — | NONE | $128K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $70K | — |
| FREMONT BANK | 94-1569025 | — | NONE | $7K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
| LEGAL & GENERAL INVEST MGMT AMERICA | 20-8058531 | — | NONE | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| GREAT GRAY TRUST COMPANY, LLC | SERVICE PROVIDER DID NOT PROVIDE THE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| HAMILTON LANE ADVISORS, LLC | SERVICE PROVIDER DID NOT PROVIDE THE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| PILLAR PACIFIC CAPITAL MANAGEMENT | SERVICE PROVIDER DID NOT PROVIDE THE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| MACKAY SHIELDS, LLC | SERVICE PROVIDER DID NOT PROVIDE THE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
Investments
5 pooled funds· $99.3M(19% 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 |
|---|---|---|---|
| LEGAL & GENERAL MSCI ACWI EX CIT FD RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 010 | Common Collective Trust | $42.0M | 8.0% |
| LEGAL & GENERAL S&P 500 CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 005 | Common Collective Trust | $28.6M | 5.4% |
| NEWTOWER TRUST CO MULTI-EMPLOYER PR NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $11.1M | 2.1% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $10.7M | 2.0% |
| RAINIER MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 27-2402927 / PN 042 | Common Collective Trust | $6.9M | 1.3% |