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Original filing (PDF)20251015184914NAL0007200912001
PRODUCTION WORKERS PENSION FUND
Form 5500
FILING_RECEIVED
PRODUCTION WORKERS PENSION FUND
Defined-benefit pension plan
Signals · 2
~364 bps in Sched C fees8 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.6M
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 364 bps in Schedule C fees — 600% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
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 PRODUCTION WORKERS PENSION FUND.
Plan sponsor
Name
PRODUCTION WORKERS PENSION FUND
EIN
13-1976397
Address
124 EAST 40TH STREET · SUITE 1101 · NEW YORK, NY · 10016
Phone
(212) 284-1108
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
SAMUEL GOLDSTEIN & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LITTLER MENDELSON P.C. | 94-2602731 | DALLAS, TX | INDEPENDENT | $68K | — |
| SAVASTA & COMPANY, INC | 13-3879959 | NEW YORK, NY | INDEPENDENT | $45K | — |
| SAMUEL GOLDSTEIN & CO., P.C. | 11-2478817 | GREAT NECK, NY | INDEPENDENT | $38K | — |
| LINDABURY,MCCORMICK,ESTABROOK & COO | 22-1943351 | WESTFIELD, NJ | INDEPENDENT | $14K | — |
| STACEY BRAUN ASSOCIATES, INC | 13-2889432 | NEW YORK, NY | INDEPENDENT | $14K | — |
| HARDING LOEVNER | 27-0684167 | NEW YORK, NY | INDEPENDENT | $14K | — |
| BOSTON FINANCIAL MANAGEMENT LLC | 47-5575386 | NEW YORK, NY | INDEPENDENT | $13K | — |
| STULBERG & WALSH, LLP | 13-3309770 | NEW YORK, NY | INDEPENDENT | $8K | — |
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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