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Original filing (PDF)20251013155935NAL0000806083002
LOCAL 210'S ANNUITY FUND C/O SAVASTA
Form 5500
FILING_RECEIVED
LOCAL 210'S ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
~102 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,371
Accounts w/ balance
4,245
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.2M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 102 bps in Schedule C fees — 252% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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 LOCAL 210'S ANNUITY FUND C/O SAVASTA.
Plan sponsor
Name
LOCAL 210'S ANNUITY FUND C/O SAVASTA
EIN
13-3532443
Address
655 THIRD AVENUE, 12TH FLOOR · NEW YORK, NY · 100175621
Phone
(212) 308-4200
Industry
Finance & Insurancesee all
Plan administrator
Name
JOINT BOARD OF TRUSTEES OF LOCAL 210'S ANNUITY FUND
EIN
13-3532443
City
NEW YORK, NY
Phone
(212) 308-4200
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
SAMUEL GOLDSTEIN & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVASTA AND COMPANY INC | 13-3879959 | NEW YORK, NY | TPA | $80K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | NEW YORK, NY | NONE | $38K | — |
| SAMUEL GOLDSTEIN & CO PC | 11-2478817 | GREAT NECK, NY | NONE | $18K | — |
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.