Original filing (PDF)20260311140633NAL0005687026001

BOARD OF TRUSTEES OF LOCAL 298 ANNUITY FUND

Name: BOARD OF TRUSTEES OF LOCAL 298 ANNUITY FUND — LOCAL 298 ANNUITY FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF LOCAL 298 ANNUITY FUND

Form 5500

FILING_RECEIVED

LOCAL 298 ANNUITY FUND

401(k) retirement plan

Signals · 3

Late filing · 3.8 mo35% in single holdingNo recordkeeper disclosed

Active participants

2,361

Accounts w/ balance

4,515

Plan assets (EOY)

$15.6M

Net assets (EOY)

$15.6M

How this plan invests

This plan

8 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF LOCAL 298 ANNUITY FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF LOCAL 298 ANNUITY FUND

EIN

11-6049445

Address

201 WEST VALLEY STREAM BLVD · VALLEY STREAM, NY · 115805538

Phone

(516) 825-1851

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARSHALL & MOSS LLP	11-3360166	—	NONE	$59K	—

Investments

8 direct securities· $15.2M(98% of reported assets)

Uncategorized

$15.0M

7 holdings

Participant loans

$231K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Market Index Fund	—	—	$3.3M	$5.3M	34.1%
Vanguard Short-Term Investment Grade Fund	—	—	$4.9M	$4.9M	31.6%
Vanguard Total Bond Market Index Fund	—	—

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