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Original filing (PDF)20250402132658NAL0014250160001
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL
Form 5500
FILING_RECEIVED
BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
29 service providers
Active participants
89,128
Accounts w/ balance
99,306
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 19 bps in Schedule C fees — 275% above peer band of 5 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 TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL
EIN
13-3507075
Address
25 WEST 18TH STREET · NEW YORK, NY · 10011
Phone
(212) 539-2778
Industry
Admin Support & Waste Mgmtsee 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
2025-04-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
29 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $3.2M | — |
Other
28| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| H&H GRAPHIC PRINTING COMMUNICATIONS | 27-0771521 | — | NONE | $201K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $171K | — |
| VITECH SYSTEMS GROUP INC | 13-3785492 | — | NONE | $128K | — |
| CAPTRUST FINANCIAL ADVISORS | — | NEW YORK, NY | NONE | $80K | — |
| RAAB, STURM & GANCHROW, LLP | 13-1566077 | — | NONE | $72K | — |
| POSTMASTER | — | NEW YORK, NY | NONE | $71K | — |
| JPMORGAN CHASE | 13-2633612 | — | NONE | $68K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $59K | — |
| MICROSOFT CORPORATION | 91-1144442 | — | NONE | $54K | — |
| WITHUMSMITH+BROWN, P.C. | 22-2027092 | — | NONE | $44K | — |
| BREDHOFF & KAISER P.L.L.C. | 52-0969534 | — | NONE | $41K | — |
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $41K | — |
| THE SEGAL COMPANY | 13-2646110 | — | NONE | $36K | — |
| KHODOS, MAYA | 13-2928869 | — | EMPLOYEE | $31K | — |
| CONVERGED TECHNOLOGY GROUP | 20-4185989 | — | NONE | $21K | — |
| ADP, INC | 13-3036745 | — | NONE | $15K | — |
| ORACLE AMERICA INC | — | DALLAS, TX | NONE | $12K | — |
| ALVAREZ & MARSAL | 56-2409465 | — | NONE | $11K | — |
| WINMILL SOFTWARE | 52-2247044 | — | NONE | $11K | — |
| SAIGE, INC. | 93-4117633 | — | NONE | $10K | — |
| SOFTART SOLUTIONS INC | 20-0067615 | — | NONE | $6K | — |
| OFFICE OF THE CONTRACT ARBITRATOR | 13-2971195 | — | NONE | $6K | — |
| LASTPASS US LP | 87-3718653 | — | NONE | $6K | — |
| INSIGHT DIRECT USA, INC. | 36-3948996 | — | NONE | $6K | — |
| HITOUCH BUSINESS SERVICES DBA HTBS | 04-2896127 | — | NONE | $6K | — |
| THE BACHRACH GROUP LTD | — | NEW YORK, NY | NONE | $5K | — |
| FIS LOCKBOX OPERATIONS | — | CANTON, MA | NONE | $5K | — |
| SEGAL SELECT INS SERVICES, INC | 46-0619194 | — | NONE | $0 | — |
Investments
12 pooled funds· $17.0M(1% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SCHWAB IDX RET TRUST 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | $3.9M | 0.2% |
| SCHWAB IDX RET TRUST 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | $3.9M | 0.2% |
| SCHWAB IDX RET TRUST 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | $3.1M | 0.1% |
| SCHWAB IDX RET TRUST 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | $1.3M | <0.1% |
| SCHWAB IDX RET TRUST 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | $1.3M | <0.1% |
| SCHWAB IDX RET TRUST 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | $1.0M | <0.1% |
| SCHWAB IDX RET TRUST 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | $918K | <0.1% |
| SCHWAB IDX RET TRUST 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | $510K | <0.1% |
| SCHWAB IDX RET TRUST 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | $483K | <0.1% |
| SCHWAB IDX RET TRUST 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | $254K | <0.1% |
| SCHWAB IDX RET TRUST 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | $137K | <0.1% |
| SCHWAB IDX RET TRUST 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | $121K | <0.1% |