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Original filing (PDF)20231011160001NAL0060846562001
MILLWRIGHT EMPLOYERS ASSOCIATION/MILLWRIGHT & MACHINE ERECTORS
Form 5500
FILING_RECEIVED
MILLWRIGHT EMPLOYERS ASSOCIATION MILLWRIGHT & MACHINE ERECTORS MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Signals · 2
Late filing · 4.9 mo6 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
83
/ 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
80
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLWRIGHT EMPLOYERS ASSOCIATION/MILLWRIGHT & MACHINE ERECTORS.
Plan sponsor
Name
MILLWRIGHT EMPLOYERS ASSOCIATION/MILLWRIGHT & MACHINE ERECTORS
DBA
LOCAL NO. 1607
EIN
95-4199796
Address
10009 ROSE HILLS ROAD · WHITTIER, CA · 90601
Phone
(213) 724-0178
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-06-30
Filed
2023-10-11
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
ROSE, SYNDER & JACOBS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC BENEFIT SERVICES | 95-4746986 | SHERMAN OAKS, CA | ACTUARIAL AND TPA | $117K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROSE SNYDER & JACOBS | 45-4095250 | ENCINO, CA | AUDITOR | $44K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAEGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | — | LEGAL | $43K | — |
| DECARLO & SHANLEY | 95-4022565 | LOS ANGELES, CA | LEGAL | $42K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC | 88-0157485 | SAN FRANCISCO, CA | INVESTMENT AND PLAN ADM | $191K | — |
| EDGEWOOD PARTNERS | 94-3195221 | PASADENA, CA | ERISA BOND | $25K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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