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Original filing (PDF)20251009110017NAL0006484129006
PAVERS & ROAD BUILDERS DC ANNUITY FUND
Form 5500
FILING_RECEIVED
PAVERS & ROAD BUILDERS DC ANNUITY FUND
Defined-contribution retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed13 service providers
Active participants
3,024
Accounts w/ balance
5,092
Plan assets (EOY)
$343.4M
Net assets (EOY)
$331.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: ULLICO J FOR JOBS COLLECTIVE INVESTMENT FUND (extraction pending)]" is 100% of plan.
- 42 bps in Schedule C fees — 316% 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 PAVERS & ROAD BUILDERS DC ANNUITY FUND.
Plan sponsor
Name
PAVERS & ROAD BUILDERS DC ANNUITY FUND
EIN
11-2629710
Address
17-20 WHITESTONE EXPRESSWAY · WHITESTONE, NY · 11357
Phone
(718) 961-6963
Industry
Constructionsee all
Plan administrator
Name
PAVERS & ROAD BUILDERS DC ANNUITY FUND
EIN
11-2629710
City
WHITESTONE, NY
Phone
(718) 961-6963
Plan characteristics
Plan number
082
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
CASTIGLIA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WASMER, SCHROEDER & CO -C. SCHWAB | — | NAPLES, FL | NONE | $211K | — |
| ZENITH AMERICAN SOLUTIONS | — | INDIANAPOLIS, IN | ADMINISTRATOR | $205K | — |
| INTERCONTINENTAL | — | BOSTON, MA | NONE | $159K | — |
| STACEY BRAUN | — | NEW YORK, NY | NONE | $137K | — |
| ATALANTA SOSNOFF | 20-0461050 | — | NONE | $134K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $103K | — |
| VIRGINIA & AMBINDER | 13-4166736 | — | NONE | $88K | — |
| LORD ABBETT | — | JERSEY CITY, NJ | NONE | $86K | — |
| GORLICK, KRAVITZ & LISTHAUS | 13-3790829 | — | NONE | $85K | — |
| SANTA BARBARA | 13-5674085 | SANTA BARBARA, CA | NONE | $83K | — |
| CASTIGLIA LLP | 46-2725636 | — | NONE | $78K | — |
| PNC BANK | 22-1146430 | — | NONE | $47K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $13K | — |
Investments
1 pooled fund· $11.7M(3% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ULLICO J FOR JOBS COLLECTIVE INVEST HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 193 | Common Collective Trust | — | — | $11.7M | 3.4% |