Original filing (PDF)20251015064355NAL0002020307001

BOARD OF TRUSTEES OF SOLANO/NAPA COUNTIES ELECTRICAL WORKERS PROFIT

Name: BOARD OF TRUSTEES OF SOLANO/NAPA COUNTIES ELECTRICAL WORKERS PROFIT — SOLANO/NAPA COUNTIES ELECTRICAL WORKERS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF SOLANO/NAPA COUNTIES ELECTRICAL WORKERS PROFIT

Form 5500

FILING_RECEIVED

SOLANO/NAPA COUNTIES ELECTRICAL WORKERS PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

100% in single holdingNo recordkeeper disclosed7 service providers

Active participants

430

Accounts w/ balance

824

Plan assets (EOY)

$50.9M

Net assets (EOY)

$50.8M

How this plan invests

This plan

1 pooled trust

Schedule D

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF SOLANO/NAPA COUNTIES ELECTRICAL WORKERS PROFIT.

Plan sponsor

Name

BOARD OF TRUSTEES OF SOLANO/NAPA COUNTIES ELECTRICAL WORKERS PROFIT

EIN

94-6220673

Address

7180 KOLL CENTER PARKWAY, SUITE 200 · PLEASANTON, CA · 945663184

Phone

(925) 208-9999

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

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)

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WITHUMSMITH+BROWN, PC

Trustee / custodian

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENESYS, INC.	38-2383171	—	NONE	$67K	—
NWPS	91-2090931	—	NONE	$62K	—
WITHUMSMITH+BROWN, PC	20-2027092	—	NONE	$32K	—
VERUS ADVISORY, INC.	91-1320111	—	NONE	$23K	—
MATRIX TRUST COMPANY	75-3182674	—	NONE	$15K	—
NEYHART, ANDERSON, FLYNN & GROSBOLL	94-2576729	—

Investments

2 direct securities · 1 pooled fund· $56.4M(100% 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.

Uncategorized

$50.4M

2 holdings

Common Collective Trust

$6.1M

1 holding