Board of Trustees of Joint Industry Board of the PLBG Pipe Fitting Industry

Form 5500 Data

Board of Trustees of Joint Industry Board of the PLBG Pipe Fitting Industry

68

Overview

Plan Rating

BrightScope Rating
68
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (14)
Average in Peer Group (69)
Highest in Peer Group (88)

Plan Description

U.A. Local 38 Defined Contribution 401(a) Pension Plan is a defined contribution plan. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Company Generosity and Participation Rate. U.A. Local 38 Defined Contribution 401(a) Pension Plan currently has over 1,800 active participants and over $126.5M in plan assets.

Did you know?

For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (68) and the top rated plan (88) could equate to:
12
Additional years of work
76,179
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 6/30/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1625 Market Street
  • Location
    San Francisco , CA
  • 94103-1217
  • Industry
    Plumbing, Heating, and Air-Conditioning Contractors
  • Administrator
    Fred Nurisso
  • Sponsor
    Larry Mazzola, Jr.
  • Net Plan Assets
    $127,000,000
  • Total Participants
    1,900
  • Avg Account Balance
    $67,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Above Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

7

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Common Stocks 56%
N/A
Total Corporate Bonds 17%
N/A
Total US Government Securities 8%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Morgan Stanley
Investment Adviser
McDonnell Investment Management LLC
Investment Adviser
JPMorgan
Investment Adviser
Riverbridge Partners, LLC
Investment Adviser
AllianceBernstein
Investment Adviser
Silvercrest Asset Management Group, LLC
Legal Counsel
Baker & Mckenzie LLP
Investment Adviser
Polen Capital Management, LLC
Investment Adviser
Kayne Anderson Rudnick Investment Management, LLC
Investment Adviser
Confluence
Investment Adviser
John Hancock
Recordkeeper
Health Services Benefit Admin
Auditor
Lindquist LLP

Articles and Questions

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