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Original filing (PDF)20251010130021NAL0018026770001
NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS
Form 5500
FILING_RECEIVED
NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS INDIVIDUAL ACCOUNT PLAN
401(k) retirement plan
Signals · 3
27% in single holdingNo recordkeeper disclosed6 service providers
Active participants
2,808
Accounts w/ balance
5,848
Plan assets (EOY)
$124.4M
Net assets (EOY)
$124.0M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "OAKMARK EQUITY & INCOME FD INV Mutual Fund" is 27% of plan.
- 70 bps in Schedule C fees — 604% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS.
Plan sponsor
Name
NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS
EIN
11-1896570
Address
148-06 HILLSIDE AVENUE · JAMAICA, NY · 114353331
Phone
(718) 291-3434
Industry
Manufacturingsee all
Plan administrator
Name
NATIONAL ORGANIZATION OF INDUSTRIAL
EIN
11-2428395
City
JAMAICA, NY
Phone
(718) 291-3434
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOITU INSURANCE TRUST FUND | 11-1740492 | — | RELATED FUND | $564K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $267K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | PROV SVCES TO REL PLAN | $16K | — |
| GOULD, KOBRICK AND SCHLAPP, P.C. | 13-3082707 | — | PROV SVCES TO REL PLAN | $15K | — |
| NATIONAL ORG. OF INDUSTRIAL TRADE U | 11-1896570 | — | RELATED LABOR ORG | $13K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
12 direct securities· $123.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| OAKMARK EQUITY & INCOME FD INV Mutual Fund | — | — | — | $33.9M | 27.3% | |
| T ROWE PRICE CAPITAL APPRECIATION FD Mutual Fund | — | — | — | $33.2M | 26.7% | |
| VANGUARD BALANCED INDEX INST'L Mutual Fund | — | — | — | $32.3M | 26.0% | |
| VANGUARD 500 INDEX F Mutual Fund | — | — | — | $6.9M | 5.6% | |
| MFS INTERNATIONAL EQUITY R6 Mutual Fund | — | — | — | $3.3M | 2.7% | |
| PIMCO TOTAL RETURN FUND INSTL CLASS Mutual Fund | — | — | — | $2.7M | 2.1% | |
| VANGUARD EQUITY INC FD ADMIRAL SHS Mutual Fund | — | — | — | $2.4M | 1.9% | |
| NYLI WINSLOW LARGE CAP GROWTH FD I Mutual Fund | — | — | — | $2.4M | 1.9% | |
| PIMCO SHORT-TERM FUND INSTL Mutual Fund | — | — | — | $2.1M | 1.7% | |
| DELAWARE SMALL CAP CORE I Mutual Fund | — | — | — | $1.9M | 1.5% | |
| SCHWAB BANK SAVINGS Money market | — | — | — | $1.7M | 1.4% | |
| CAUSEWAY EMRG MKTS FD INSTL SHR CL Mutual fund | — | — | — | $985K | 0.8% |