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Original filing (PDF)20250620124508NAL0009652562001
AABR, INC.
Form 5500
FILING_RECEIVED
AABR, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 2
Late filing · 1.2 mo~84 bps in Sched C fees
Active participants
29
Accounts w/ balance
—
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
Plan health score (directional)
82
/ 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
95
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
- 84 bps in Schedule C fees — 61% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 AABR, INC..
Plan sponsor
Name
AABR, INC.
EIN
13-1968035
Address
15-08 COLLEGE POINT BOULEVARD · COLLEGE POINT, NY · 11356
Phone
(718) 321-3800
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-06-20
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROOSEVELT INVESTMENT GROUP, LLC | — | NEW YORK, NY | NONE | $63K | — |
| PROFESSIONAL CAPITAL SERVICES | 23-3038464 | — | NONE | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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