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Original filing (PDF)20250721114539NAL0000639187001
BD OF TRUSTEES OF PAUL COLLINS JR. SCHOLARSHIP FUND
Form 5500
FILING_RECEIVED
PAUL COLLINS JR. SCHOLARSHIP FUND
Health & welfare plan
Signals · 3
100% in single holding~337 bps in Sched C feesNo recordkeeper disclosed
Active participants
220
Accounts w/ balance
—
Plan assets (EOY)
$659K
Net assets (EOY)
$625K
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: LONGVIEW CASH MANAGEMENT FUND (extraction pending)]" is 100% of plan.
- 337 bps in Schedule C fees — 114% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES OF PAUL COLLINS JR. SCHOLARSHIP FUND.
Plan sponsor
Name
BD OF TRUSTEES OF PAUL COLLINS JR. SCHOLARSHIP FUND
EIN
11-3281606
Address
50-02 5TH STREET, STE A · LONG ISLAND CITY, NY · 11101
Phone
(718) 937-4514
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Welfare benefit codes
4K · Scholarship (Funded)
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $12K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLERAN, O'HARA & MILLS LLP | 11-2944005 | — | LEGAL | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REYNOLDS CONSULTING | 20-1899564 | — | NONE | $5K | — |
Investments
1 pooled fund· $600K(91% 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 |
|---|---|---|---|---|---|---|
| LONGVIEW CASH MANAGEMENT FUND AMALGAMATED BANK · EIN 85-2117044 / PN 025 | Common Collective Trust | — | — | $600K | 91.1% |