Original filing (PDF)20260115185508NAL0019077104001

BOARD OF TRUSTEES, IBEW LOCAL 684 MONEY PURCHASE

Name: BOARD OF TRUSTEES, IBEW LOCAL 684 MONEY PURCHASE — IBEW LOCAL 684 MONEY PURCHASE PENSION AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, IBEW LOCAL 684 MONEY PURCHASE

Form 5500

FILING_RECEIVED

IBEW LOCAL 684 MONEY PURCHASE PENSION AND PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 4

Late participant contributions40% in single holding14% employer stock6 service providers

Active participants

463

Accounts w/ balance

473

Plan assets (EOY)

$44.2M

Net assets (EOY)

$44.2M

How this plan invests

This plan

2 pooled trusts

Schedule D

480 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, IBEW LOCAL 684 MONEY PURCHASE.

Plan sponsor

Name

BOARD OF TRUSTEES, IBEW LOCAL 684 MONEY PURCHASE

DBA

PENSION AND PROFIT SHARING PLAN

EIN

94-6442909

Address

7180 KOLL CENTER PKWY STE 200 · PLEASANTON, CA · 94566

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

2024-04-01

Tax period

2025-03-31

Filed

2026-01-15

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN, INC.	91-0675641	—	NONE	$60K	—
VERUS ADVISORY, INC.	91-1320111	—	NONE	$57K	—
BENESYS, INC.	38-2383171	—	NONE	$29K	—
MILLER KAPLAN ARASE LLP	95-2036255	—	NONE	$21K	—

Investments

480 direct securities · 2 pooled funds· $2.2M(5% 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

$1.2M

2 holdings

Other securities

$800K

97 holdings

Common Stock

$163K

382 holdings

Cash / Money Market

$24K

1 holding

					% of plan
IBEW-NECA STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 93-6223188 / PN 001	Common Collective Trust	—	—	$1.0M	2.3%
INVESCO SHORT TERM BOND FUND	Other securities	—	—	$474K	1.1%
IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003	Common Collective Trust	—	—	$187K	0.4%
JENNISON INTERMEDIATE FD	Other securities	—	—	$102K	0.2%
LOOMIS SAYLES INTERMEDIATE FUND	Other securities	—	—	$51K	0.1%
LOOMIS SAYLES CORE FIXED INCOME FUN	Other securities	—	—	$51K	0.1%
PIMCO INTERMEDIATE FUND	Other securities	—	—	$51K	0.1%
DODGE & COX CORE FIXED INCOME FUND	Other securities	—	—	$50K	0.1%
INVESCO SHORT TERM INVESTMENT FUND	Cash / Money Market	—	—	$24K	<0.1%
APPLE INC	Common Stock	—	$2K	$14K	<0.1%
NVIDIA CORP	Common Stock	—	$407	$12K	<0.1%
MICROSOFT CORP	Common Stock	—	$2K	$12K	<0.1%
AMAZON.COM INC	Common Stock	—	$2K	$8K	<0.1%
META PLATFORMS INC	Common Stock	—	$824	$5K	<0.1%
TESLA INC	Common Stock	—	$3K	$4K	<0.1%
ALPHABET INC-CL A	Common Stock	—	$712	$4K	<0.1%
BROADCOM INC	Common Stock	—	$599	$4K	<0.1%
ALPHABET INC-CL C	Common Stock	—	$554	$3K	<0.1%
BERKSHIRE HATH-B	Other securities	—	$939	$3K	<0.1%
JPMORGAN CHASE & CO	Common Stock	—	$597	$3K	<0.1%
ELI LILLY & CO	Common Stock	—	$313	$2K	<0.1%
VISA INC-CLASS A SHARES	Common Stock	—	$499	$2K	<0.1%
EXXON MOBIL CORP	Common Stock	—	$1K	$2K	<0.1%
UNITEDHEALTH GROUP INC	Common Stock	—	$398	$2K	<0.1%
MASTERCARD INC - A	Common Stock	—	$253	$2K	<0.1%
COSTCO WHOLESALE CORP	Common Stock	—	$237	$2K	<0.1%
PROCTER & GAMBLE CO/THE	Common Stock	—	$586	$1K	<0.1%
WALMART INC	Common Stock	—	$420	$1K	<0.1%
HOME DEPOT INC	Common Stock	—	$327	$1K	<0.1%
NETFLIX INC	Common Stock	—	$185	$1K	<0.1%
JOHNSON & JOHNSON	Other securities	—	$741	$1K	<0.1%
SALESFORCE INC	Common Stock	—	$369	$1K	<0.1%
ABBVIE INC	Common Stock	—	$382	$1K	<0.1%
BANK OF AMERICA CORP	Common Stock	—	$599	$1K	<0.1%
ORACLE CORP	Common Stock	—	$202	$1K	<0.1%
MERCK & CO. INC.	Common Stock	—	$546	$947	<0.1%
CHEVRON CORP	Common Stock	—	$556	$911	<0.1%
COCA-COLA CO/THE	Common Stock	—	$505	$909	<0.1%
CISCO SYSTEMS INC	Common Stock	—	$384	$888	<0.1%
WELLS FARGO & CO	Common Stock	—	$479	$880	<0.1%
ACCENTURE PLC-CL A	Common Stock	—	$255	$827	<0.1%
SERVICENOW INC	Common Stock	—	$250	$822	<0.1%
PEPSICO INC	Common Stock	—	$395	$785	<0.1%
MCDONALD'S CORP	Common Stock	—	$217	$782	<0.1%
IBM	Other securities	—	$414	$765	<0.1%
WALT DISNEY CO/THE	Common Stock	—	$472	$759	<0.1%
LINDE PLC	Common Stock	—	$323	$750	<0.1%
THERMO FISHER	Other securities	—	$202	$749	<0.1%
ABBOTT LABORATORIES	Other securities	—	$286	$738	<0.1%
ADVANCED MICRO DEVICES	Other securities	—	$190	$738	<0.1%

1–50 of 482

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