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Original filing (PDF)20251004174308NAL0002227425001
BD OF TRUSTEE-ASBESTOS WORKERS LOCAL 6 APPRENT FD
Form 5500
FILING_RECEIVED
ASBESTOS WORKERS LOCAL 6 APPRENTICESHIP FUND
Health & welfare plan
Signals · 3
~1990 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
603
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$1.8M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1990 bps in Schedule C fees — 3727% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEE-ASBESTOS WORKERS LOCAL 6 APPRENT FD.
Plan sponsor
Name
BD OF TRUSTEE-ASBESTOS WORKERS LOCAL 6 APPRENT FD
EIN
04-6374405
Address
1 BATTERYMARCH PARK, SUITE 317 · QUINCY, MA · 02169
Phone
(617) 795-4120
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-04
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANIEL KIRWIN JR. | 04-6374405 | — | EMPLOYEE | $199K | — |
| RICHARD ROTHWELL | 04-6374405 | — | EMPLOYEE | $124K | — |
| MICHAEL YOUNG | 04-6374405 | — | EMPLOYEE | $67K | — |
| H&H BUILDERS, INC. | — | ROCKLAND, MA | NONE | $11K | — |
| ASBESTOS WORKERS UNION LOCAL 6 | 04-1472045 | — | EMPLOYEE ORGANIZATION | $8K | — |
| SEGAL ROITMAN, LLP | 04-2489114 | — | NONE | $8K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $7K | — |
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.
