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Original filing (PDF)20250711140115NAL0004720819001
ITPEU PENSION FUND
Form 5500
FILING_RECEIVED
ITPEU PENSION FUND
Defined-contribution retirement plan
Signals · 3
~121 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
15,782
Accounts w/ balance
54,550
Plan assets (EOY)
$160.9M
Net assets (EOY)
$160.5M
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 121 bps in Schedule C fees — 1110% above peer band of 10 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 ITPEU PENSION FUND.
Plan sponsor
Name
ITPEU PENSION FUND
EIN
11-2506736
Address
67 WALNUT AVENUE, STE 105 · CLARK, NJ · 070661640
Phone
(908) 276-0800
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUANVEST CONSULTANTS, INC. | 11-2559669 | — | CONSULTANT FOR RELATED PL | $62K | — |
| MSPC | 22-2951202 | — | CONSULTANT FOR RELATED PL | $18K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | AUDITOR FOR RELATED PLAN | $82K | — |
| HOWARD, MOORE & MCDUFFIE | 58-1484212 | — | PAYROLL AUDITOR F | $34K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPEAR WILDERMAN, P.C. | 23-2749511 | — | ATTORNEY FOR RELATED PLAN | $98K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M.S. ADMINISTRATORS | 13-4001125 | — | ADMIN FOR RELATED PLAN | $1.1M | — |
| INVESCO | 46-3793325 | — | NONE | $153K | — |
| JP MORGAN CHASE ASSET MGMNT | 13-4994650 | — | NONE | $135K | — |
| MACKAY SHIELDS, LLC | 13-5582869 | — | NONE | $82K | — |
| ASB CAPITAL MANAGEMENT LLC | 80-0618452 | — | NONE | $68K | — |
| PENSION BENEFIT INFORMATION LLC | 82-4722389 | — | SVCES FOR RELATED PLAN | $33K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $24K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $14K | — |
Investments
8 pooled funds· $85.6M(53% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW TOTALMARKET 1500 IND FUND AMALGAMATED BANK · EIN 13-4920330 / PN 007 | Common Collective Trust | $50.0M | 31.1% |
| JPMORGAN CHASE STRATEGIC PROPERTY JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | $12.8M | 8.0% |
| INVESCO BALANCED-RISK ALLOCATION TR INVESCO TRUST COMPANY · EIN 26-6399613 / PN 001 | Common Collective Trust | $8.3M | 5.1% |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $8.1M | 5.1% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $6.4M | 4.0% |
| LONGVIEW SMALLCAP 600 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 004 | Common Collective Trust | $0 | <0.1% |
| LONGVIEW MIDCAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | $0 | <0.1% |
| LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | $0 | <0.1% |