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Original filing (PDF)20251010182504NAL0013092784001
BOARD OF TRUSTEES, CONTRA COSTA COUNTY ELECTRICAL
Form 5500
FILING_RECEIVED
CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUST
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
1,247
Accounts w/ balance
1,535
Plan assets (EOY)
$471.6M
Net assets (EOY)
$471.3M
How this plan invests
This plan
12 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, CONTRA COSTA COUNTY ELECTRICAL.
Plan sponsor
Name
BOARD OF TRUSTEES, CONTRA COSTA COUNTY ELECTRICAL
DBA
WORKERS RETIREMENT PLAN & TRUST
EIN
94-6114525
Address
1024 COURT ST · MARTINEZ, CA · 94553
Phone
(925) 372-3222
Industry
Electrical Contractors· 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
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $236K | — |
| CCC ELECTRICAL IND LABOR MGMT CO TR | 68-0299780 | — | NONE | $91K | — |
| RV KUHNS AND ASSOCIATES | — | SEATTLE, WA | NONE | $90K | — |
| SOLXSYS | — | TROY, MI | NONE | $37K | — |
| LANTAN AND ASSOCIATES | 92-3971331 | — | NONE | $30K | — |
| NEYHART, ANDERSON ET AL | 94-2576729 | — | NONE | $13K | — |
Investments
15 direct securities · 12 pooled funds· $457.0M(97% 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.
Common Collective Trust
$317.0M
12 holdings
Uncategorized
$134.9M
14 holdings
Mutual Funds
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments: Total Market Index | — | — | — | $113.8M | 24.1% | |
| IBEW-NECA STABLE VALUE TRUST B INVESCO · EIN 93-6223188 / PN 001 | Common Collective Trust | — | — | $68.6M | 14.5% | |
| SSGA TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 466 | Common Collective Trust | — | — | $47.0M | 10.0% | |
| SSGA TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 469 | Common Collective Trust | — | — | $39.6M | 8.4% | |
| SSGA TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 470 | Common Collective Trust | — | — | $33.8M | 7.2% | |
| SSGA TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 468 | Common Collective Trust | — | — | $32.5M | 6.9% | |
| SSGA TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 467 | Common Collective Trust | — | — | $31.3M | 6.6% | |
| SSGA TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 465 | Common Collective Trust | — | — | $27.3M | 5.8% | |
| SSGA TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 471 | Common Collective Trust | — | — | $14.0M | 3.0% | |
| SSGA TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 464 | Common Collective Trust | — | — | $9.9M | 2.1% | |
| maturing through February 2030 | — | — | — | $6.7M | 1.4% | |
| SSGA TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 472 | Common Collective Trust | — | — | $5.7M | 1.2% | |
| SSGA TARGET RETIREMENT INCOME STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 473 | Common Collective Trust | — | — | $5.5M | 1.2% | |
| S American Funds Growth Fund of America | Mutual Funds | — | — | $5.1M | 1.1% | |
| Dodge & Cox: Stock Fund | — | — | — | $4.5M | 0.9% | |
| US Bond Index | — | — | — | $3.0M | 0.6% | |
| SSGA TARGET RETIREMENT 2065 STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 031 | Common Collective Trust | — | — | $1.7M | 0.4% | |
| Vanguard Explorer Value | — | — | — | $1.5M | 0.3% | |
| BNY Mellon Small/Mid Cap Growth | — | — | — | $1.3M | 0.3% | |
| PGIM Total Return Bond | — | — | — | $939K | 0.2% | |
| Total Return Inst | — | — | — | $926K | 0.2% | |
| Inflation-Protected Bond Index | — | — | — | $756K | 0.2% | |
| PIMCO: Real Return Inst | — | — | — | $527K | 0.1% | |
| International Fund | — | — | — | $446K | <0.1% | |
| William Blair International Growth | — | — | — | $408K | <0.1% | |
| DFA International Small Company | — | — | — | $87K | <0.1% | |
| RBC Emerging Markets Equity | — | — | — | $43K | <0.1% |