Original filing (PDF)20251003121904NAL0002274944001

BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC ANNUITY

Name: BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC ANNUITY — CEMENT AND CONCRETE WORKERS DC ANNUITY FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC ANNUITY

Form 5500

FILING_RECEIVED

CEMENT AND CONCRETE WORKERS DC ANNUITY FUND

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,001

Accounts w/ balance

2,752

Plan assets (EOY)

$209.7M

Net assets (EOY)

$209.6M

How this plan invests

This plan

1 collective trust

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)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC ANNUITY.

Plan sponsor

Name

BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC ANNUITY

EIN

11-2942389

Address

214-38 42ND AVENUE · 2ND FLOOR · BAYSIDE, NY · 11361

Phone

(718) 762-6133

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

SCHULTHEIS & PANETTIERI, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
GORLICK KRAVITZ & LISTHAUS PC	13-3790829	—	ATTORNEY	$14K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN SVCS	01-0233346	—	NONE	$85K	—
REYNOLDS CONSULTING SERVICES LLC	20-1899564	—	NONE	$48K	—
SCHULTHEIS & PANETTIERI LLP	13-1577780

Investments

1 pooled fund· $17.4M(8% 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.