Original filing (PDF)20251014153831NAL0003302737001

BD OF TRUSTEES LOCAL 210-AFFILIATED ANNU C/0 SAVASTA AND COMPANY

Name: BD OF TRUSTEES LOCAL 210-AFFILIATED ANNU C/0 SAVASTA AND COMPANY — LOCAL 210 - AFFILIATED ANNUITY FUND, Form 5500 (2024)
Creator: BD OF TRUSTEES LOCAL 210-AFFILIATED ANNU C/0 SAVASTA AND COMPANY

Form 5500

FILING_RECEIVED

LOCAL 210 - AFFILIATED ANNUITY FUND

Defined-contribution retirement plan

Signals · 4

100% in single holding~311 bps in Sched C feesNo recordkeeper disclosed6 service providers

Active participants

221

Accounts w/ balance

696

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.4M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES LOCAL 210-AFFILIATED ANNU C/0 SAVASTA AND COMPANY.

Plan sponsor

Name

BD OF TRUSTEES LOCAL 210-AFFILIATED ANNU C/0 SAVASTA AND COMPANY

EIN

13-2535703

Address

655 THIRD AVE 12TH FLOOR · NEW YORK, NY · 100175621

Phone

(212) 308-4200

Industry

Finance & Insurancesee 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

2025-10-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

SAMUEL GOLDSTEIN & CO PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAVASTA AND COMPANY	13-3879959	NEW YORK, NY	NONE	$44K	—
MILLIMAN INC	91-0675641	NEW YORK, TX	NONE	$30K	—
WEAVER AND TIDWELL, L.L.P.	75-0786316	NEW YORK, NY	NONE	$19K	—
SAMUEL GOLDSTEIN & CO PC	11-2478817	GREAT NECK, NY	NONE	$18K	—
INVESTMENT CONSULTING SERVICES LLC	32-0016703	OAK BROOK, IL	NONE	$15K	—
FINDLEY USI

Investments

1 direct security · 1 pooled fund· $1.6M(35% 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.

Uncategorized

$777K

1 holding

Common Collective Trust

$777K

1 holding