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Original filing (PDF)20251015133326NAL0006423248001
BOARD OF TRUSTEE OF LOCAL 20408 PENSION FUND
Form 5500
FILING_RECEIVED
LOCAL 20408 PENSION FUND
Defined-benefit pension plan
Signals · 1
~11622 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$34K
Net assets (EOY)
-$5.7M
Plan health score (directional)
86
/ 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
100
Knocking points off
- 11622 bps in Schedule C fees — 7256% above peer band of 158 bps.
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 BOARD OF TRUSTEE OF LOCAL 20408 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEE OF LOCAL 20408 PENSION FUND
EIN
13-3078797
Address
36 HOPATCHUNG ROAD · HOPATCONG, NJ · 07843
Phone
(973) 601-3828
Industry
Transportation & Warehousingsee 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
1B · Flat-dollar DB formula
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
FITZSIMMONS ABRAMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES, INC | 13-2831500 | HOPATCONG, NJ | NONE | $39K | — |
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.