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Original filing (PDF)20251015190200NAL0007121856002
BOARD OF TRUSTEES OF LOCAL 52
Form 5500
FILING_RECEIVED
LOCAL 52 401 (K) FUND
401(k) retirement plan
Signals · 1
8 service providers
Active participants
5,441
Accounts w/ balance
5,606
Plan assets (EOY)
$561.4M
Net assets (EOY)
$558.1M
How this plan invests
This plan
6 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF LOCAL 52.
Plan sponsor
Name
BOARD OF TRUSTEES OF LOCAL 52
EIN
13-4059105
Address
20000 HORIZON WAY · SUITE 600 · MOUNT LAUREL, NJ · 08054
Phone
(856) 291-8000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOULD, KOBRICK & SCHLAPP, P.C. | 13-3082707 | NEW YORK, NY | RELATED UNION'S AUDITOR | $26K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPIVAK LIPTON, LLP | 13-3494495 | NEW YORK, NY | RELATED UNION'S ATTORNEY | $75K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON ADMINISTRATORS | 13-1544721 | MT LAUREL, NJ | NONE | $200K | — |
| SEGAL MARCO ADVISORS | — | NEW YORK, NY | NONE | $32K | — |
| ADMINISTRATIVE SERVICES ONLY | 11-2995970 | LYNBROOK, NY | NONE | $30K | — |
| THE SEGAL COMPANY | 13-1835864 | NEW YORK, NY | NONE | $30K | — |
| KOBGO ASSOCIATES INC | 13-2751089 | NEW YORK, NY | NONE | $27K | — |
Investments
16 direct securities · 6 pooled funds· $549.7M(98% 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
$315.6M
16 holdings
Common Collective Trust
$234.1M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2045 TRU LOCAL 52 UNITIZED FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $77.8M | 13.9% | |
| VANGUARD TARGET RETIREMENT 2035 TRU LOCAL 52 UNITIZED FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $74.7M | 13.3% | |
| MassMutual Blue Chip Growth Fund | — | — | — | $71.6M | 12.7% | |
| MM S&P 500(R) Index R5 | — | — | — | $66.8M | 11.9% | |
| MassMutual Guaranteed Interest Account | — | — | — | $60.2M | 10.7% | |
| VANGUARD TARGET RETIREMENT 2025 TRU LOCAL 52 UNITIZED FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $37.6M | 6.7% | |
| VANGUARD TARGET RETIREMENT 2055 TRU LOCAL 52 UNITIZED FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $35.7M | 6.4% | |
| MassMutual Overseas Fund | — | — | — | $20.0M | 3.6% | |
| T. Rowe Price New Horizons Fund | — | — | — | $15.8M | 2.8% | |
| MassMutual Diversified Value | — | — | — | $14.2M | 2.5% | |
| MassMutual Equity Opportunities Fd | — | — | — | $13.1M | 2.3% | |
| MassMutual Mid Cap Growth Fund | — | — | — | $12.5M | 2.2% | |
| Calvert Equity Fund | — | — | — | $10.6M | 1.9% | |
| MassMutual Core Bond Fund | — | — | — | $10.2M | 1.8% | |
| MassMutual Small Company Value Fund | — | — | — | $7.4M | 1.3% | |
| BlackRock Global Allocation Fd | — | — | — | $5.2M | 0.9% | |
| Janus Henderson Mid Cap Value Fd | — | — | — | $5.1M | 0.9% | |
| VANGUARD TARGET RETIREMENT INC. TRU LOCAL 52 UNITIZED FUNDS · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 TRU LOCAL 52 UNITIZED FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.6% | |
| Vanguard Real Estate Index Fund | — | — | — | $2.7M | 0.5% | |
| Holding Account - MassMutual US Gov | — | — | — | $185K | <0.1% | |
| Holding Account - Guaranteed Interest Account | — | — | — | $62K | <0.1% |