Original filing (PDF)20251015132312NAL0002478547001

TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE

Name: TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE — LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED, Form 5500 (2024)
Creator: TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE

Form 5500

FILING_RECEIVED

LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED

Defined-benefit pension plan

Signals · 3

~83 bps in Sched C feesNo recordkeeper disclosed16 service providers

Active participants

1,995

Accounts w/ balance

—

Plan assets (EOY)

$193.3M

Net assets (EOY)

$192.9M

How this plan invests

This plan

7 pooled trusts

Schedule D

179 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

83 bps in Schedule C fees — 731% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE.

Plan sponsor

Name

TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE

DBA

FUND

EIN

13-5521921

Address

333 WESTCHESTER AVENUE · WHITE PLAINS, NY · 106042910

Phone

(914) 367-5559

Industry

Other Services (ex. Public Admin)see 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

1A · Pay-related DB formula

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

16 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHULTE ROTH & ZABEL LLP	12-2633996	—	NONE	$607K	—
AMALGAMATED EMPOYEE BENEFITS ADMINI	13-3432221	—	RELATED PARTY	$463K	—
HORIZON ACTUARIAL SERVICES, LLC	26-1370698	—	NONE	$121K	—
LAZARD ASSET MANAGEMENT LLC	13-5545100	—	NONE	$112K	—
LSV ASSET MANAGEMENT	23-2772200	—	NONE	$104K	—
MARINER INSTITUTIONAL, LLC	59-3676225	—	NONE	$64K	—
NOVAK FRANCELLA LLC	61-1436956	—	NONE	$47K	—
HARDMAN JOHNSTON GLOBAL ADVISOR	13-3257590	—	NONE	$42K	—
ALIGRAPHICS, A DIVISION OF AEBA	13-3432221	—	NONE	$23K	—
AMALGAMATED BANK	13-4920330	—	RELATED PARTY	$18K	—
LAUNDRY DRY CLEANING HEALTH FUND	13-5521921	—	RELATED PARTY	$7K	—
NEWTOWER TRUST COMPANY	20-1641876	—	NONE	$0	—
HAMILTON LANE ADVISORS LLC	23-2962336	—	NONE	$0	—
SS&C TECHNOLOGIES	06-1169696	—	NONE	$0	—
LANDMARK EQUITY ADVISERS LLC	06-1519082	—	NONE	$0	—
CRYSTAL IBC LLC	47-2002720	—	NONE	$0	—

Investments

173 direct securities · 7 pooled funds· $195.6M(100% 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

$128.3M

173 holdings

Common Collective Trust

$47.5M

5 holdings

103-12 Investment Entity

$19.7M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
LONGVIEW LARGECAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 008	Common Collective Trust	—	$6.2M	$16.2M	8.4%
POLEN FOCUS GROWTH COLLECTIVE INVES SEI TRUST COMPANY · EIN 81-2631618 / PN 001	Common Collective Trust	—	$7.5M	$15.8M	8.2%
LAZARD GLOBAL LISTED INFRASTRUCTURE LAZARD ASSET MANAGEMENT LLC · EIN 33-6363285 / PN 001	103-12 Investment Entity	—	$2.8M	$12.2M	6.3%
Brookfield Super-Core Infrastructure Partners	—	—	$10.9M	$12.2M	6.3%
LONGVIEW SMALLCAP 600 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 004	Common Collective Trust	—	$1.4M	$11.7M	6.1%
BlackRock Global Allocation Fund	—	—	$9.4M	$9.1M	4.7%
PIMCO All Asset Instl Fund	—	—	$9.1M	$8.4M	4.4%
BlackRock Multi-Asset Income Fund	—	—	$8.8M	$8.2M	4.3%
American Funds EuroPacific Growth Fund	—	—	$8.0M	$7.7M	4.0%
KPS Special Situations Fund V LP	—	—	$4.1M	$7.6M	3.9%
HARDMAN JOHNSTON INT'L EQUITY GROUP JOHNSTON ASSET MANAGEMENT · EIN 26-6493485 / PN 001	103-12 Investment Entity	—	$5.1M	$7.5M	3.9%
PIMCO Income Instl Fund	—	—	$7.2M	$7.4M	3.8%
Accolade Partners Growth I LP	—	—	$3.8M	$7.3M	3.8%
EnTrustPermal Special Opportunities Fund IV Ltd	—	—	$6.4M	$6.5M	3.4%
Hamilton Lane Co Inv Feeder Fund IV LP -	—	—	—	$5.2M	2.7%
Dune Real Estate Fund IV LP	—	—	$4.5M	$4.3M	2.2%
Yucaipa American Alliance Fund II LP -	—	—	—	$3.9M	2.0%
Multi-Employer Property Trust	—	—	$1.2M	$3.8M	2.0%
NEWTOWER TST MULTIEMPLOYER PROP TST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001	Common Collective Trust	—	—	$3.8M	2.0%
Accolade Partners Growth II LP	—	—	$3.0M	$3.4M	1.8%
KPS Special Situations MidCap Fund I LP	—	—	$1.5M	$2.5M	1.3%
EnTrust Capital Special Opportunities Fund III Ltd	—	—	$2.3M	$2.3M	1.2%
KPS Special Situations Fund IV LP -	—	—	—	$2.0M	1.0%
Amalgamated Bank Money Market Var %	—	—	$1.9M	$1.9M	1.0%
Siguler Guff Distressed Real Estate Opp Fund II LP	—	—	$185K	$1.7M	0.9%
Sterling Consumer Logistic Properties I LP	—	—	$1.7M	$1.3M	0.7%
Hamilton Lane Co Inv Feeder Fund III LP -	—	—	—	$1.2M	0.6%
Landmark Equity Partners XV LP -	—	—	—	$724K	0.4%
KPS Special Situations Fund VI LP	—	—	$610K	$596K	0.3%
Meta Platforms Inc	—	—	$147K	$468K	0.2%
EnTrust Capital Special Opportunities Fund Ltd 1,045 -	—	—	—	$390K	0.2%
Wells Fargo & Co	—	—	$196K	$379K	0.2%
Citigroup Inc	—	—	$475K	$310K	0.2%
International Business Machines Corp	—	—	$212K	$308K	0.2%
Qualcomm Inc	—	—	$280K	$307K	0.2%
Johnson & Johnson	—	—	$309K	$289K	0.1%
Merck & Co Inc	—	—	$174K	$279K	0.1%
The Kroger Co	—	—	$103K	$275K	0.1%
Bank of New York Mellon Corp	—	—	$171K	$269K	0.1%
General Motors Co	—	—	$173K	$266K	0.1%
State Street Corporation	—	—	$212K	$265K	0.1%
Comcast Cable	—	—	$259K	$263K	0.1%
AT&T Inc	—	—	$235K	$262K	0.1%
Applied Materials Inc	—	—	$163K	$260K	0.1%
Gilead Sciences Inc	—	—	$224K	$259K	0.1%
Cisco Systems Inc	—	—	$84K	$255K	0.1%
Hewlett Packard Enterprise	—	—	$150K	$243K	0.1%
Cognizant	—	—	$203K	$231K	0.1%
Verizon Communications Inc	—	—	$301K	$228K	0.1%
Dell Technologies Inc	—	—	$81K	$219K	0.1%
Hartford Financial Services	—	—	$76K	$219K	0.1%
Pfizer Inc	—	—	$239K	$218K	0.1%
eBay Inc	—	—	$129K	$217K	0.1%
Cummins Inc	—	—	$91K	$209K	0.1%
Altria Group	—	—	$177K	$209K	0.1%
Bristol Myers Squibb Co	—	—	$176K	$204K	0.1%
HP Inc	—	—	$96K	$202K	0.1%
FedEx Corp	—	—	$130K	$197K	0.1%
Fox Corp	—	—	$124K	$194K	0.1%
NRG Energy Inc	—	—	$64K	$189K	<0.1%
Jabil Circuit Inc	—	—	$80K	$187K	<0.1%
Twilio Inc	—	—	$102K	$184K	<0.1%
PayPay Holdings Inc	—	—	$151K	$179K	<0.1%
PulteGroup Inc	—	—	$45K	$174K	<0.1%
Gen Digital Inc	—	—	$121K	$172K	<0.1%
Goldman Sachs Group Inc	—	—	$41K	$172K	<0.1%
LongView Private Equity Fund of Funds LP -	—	—	—	$168K	<0.1%
Oracle Corp	—	—	$50K	$167K	<0.1%
Amdocs	—	—	$129K	$162K	<0.1%
Ameriprise Financial Inc	—	—	$30K	$160K	<0.1%
Dropbox Inc	—	—	$142K	$159K	<0.1%
Flextronics International	—	—	$32K	$157K	<0.1%
Molson Coors Beverage Co	—	—	$150K	$155K	<0.1%
Penske Auto Group	—	—	$47K	$152K	<0.1%
Lockheed Martin Corp	—	—	$138K	$146K	<0.1%
Textron Inc	—	—	$108K	$145K	<0.1%
Ally Financial Inc	—	—	$130K	$144K	<0.1%
CVS Health Corp	—	—	$225K	$144K	<0.1%
JPMorgan 100% US Treasury Money Market Var	—	—	$141K	$141K	<0.1%
Exelixis Inc	—	—	$98K	$140K	<0.1%
Exxon Mobil Corporation	—	—	$118K	$140K	<0.1%
Discover Financial Services	—	—	$26K	$139K	<0.1%
Toll Brothers Inc	—	—	$40K	$139K	<0.1%
Delta Air Lines Inc	—	—	$110K	$133K	<0.1%
Skyworks Solutions Inc	—	—	$125K	$133K	<0.1%
Ford Motor Company	—	—	$196K	$132K	<0.1%
Progress Software	—	—	$138K	$130K	<0.1%
Cirrus Logic Inc	—	—	$124K	$129K	<0.1%
NetApp Inc	—	—	$44K	$128K	<0.1%
Ryder System Inc	—	—	$66K	$125K	<0.1%
General Mills Inc	—	—	$128K	$124K	<0.1%
Jazz Pharmaceuticals	—	—	$132K	$123K	<0.1%
Samina Corporation	—	—	$95K	$121K	<0.1%
AGCO Corp	—	—	$96K	$121K	<0.1%
Acuity Brands Inc	—	—	$46K	$117K	<0.1%
American International Group Inc	—	—	$95K	$116K	<0.1%
JM Smucker Co	—	—	$120K	$115K	<0.1%
Valero Energy Corp	—	—	$41K	$110K	<0.1%
Associated Banc Corp	—	—	$97K	$110K	<0.1%
Avnet Inc	—	—	$89K	$110K	<0.1%
Eastman Chemical Co	—	—	$59K	$110K	<0.1%
Teradata Corp	—	—	$98K	$109K	<0.1%
Universal Health Services Inc	—	—	$81K	$108K	<0.1%
Aflac Inc	—	—	$45K	$103K	<0.1%
National Fuel Gas Co	—	—	$95K	$103K	<0.1%
Arrow Electronics Inc	—	—	$74K	$102K	<0.1%
Spectrum Brands Inc	—	—	$95K	$101K	<0.1%
Radian Group Inc	—	—	$47K	$98K	<0.1%
Academy Sports & Outdoors	—	—	$75K	$98K	<0.1%
EnTrust Capital Diversified Fund Ltd	—	—	$47K	$97K	<0.1%
United Continental Holdings	—	—	$72K	$97K	<0.1%
Berry Global Group Inc	—	—	$75K	$97K	<0.1%
Incyte Corp	—	—	$79K	$97K	<0.1%
Mattel Inc	—	—	$92K	$96K	<0.1%
Western Digital	—	—	$102K	$95K	<0.1%
Vontier Corp	—	—	$90K	$95K	<0.1%
Nexstar Media Group Inc	—	—	$90K	$95K	<0.1%
Cardinal Health Inc	—	—	$65K	$95K	<0.1%
SYNNEX Corp	—	—	$36K	$94K	<0.1%
MGM Mirage	—	—	$98K	$94K	<0.1%
Amkor Technology Inc	—	—	$78K	$92K	<0.1%
Whirlpool Corp	—	—	$66K	$92K	<0.1%
HCA Healthcare Inc	—	—	$21K	$90K	<0.1%
Kraft Heinz Co	—	—	$99K	$89K	<0.1%
BorgWarner Inc	—	—	$109K	$86K	<0.1%
Adeia Inc	—	—	$73K	$85K	<0.1%
Centene Corp	—	—	$95K	$85K	<0.1%
Harley Davidson Inc	—	—	$86K	$77K	<0.1%
DaVita Inc	—	—	$44K	$75K	<0.1%
Regions Financial Corp	—	—	$43K	$73K	<0.1%
Everest Reinsurance Holdings	—	—	$21K	$72K	<0.1%
Ingredion Inc	—	—	$34K	$69K	<0.1%
World Fuel Services Corp	—	—	$96K	$69K	<0.1%
American Financial Group Inc	—	—	$24K	$68K	<0.1%
Snap-On Inc	—	—	$49K	$68K	<0.1%
Global Payments Inc	—	—	$65K	$67K	<0.1%
Alliance Data Systems Corp	—	—	$92K	$67K	<0.1%
MetLife Inc	—	—	$41K	$66K	<0.1%
Baxter International Inc	—	—	$74K	$64K	<0.1%
Stifel Financial Corp	—	—	$35K	$64K	<0.1%
HF Sinclair Corp	—	—	$63K	$63K	<0.1%
Bunge Global	—	—	$80K	$62K	<0.1%
Computer Sciences Corp	—	—	$126K	$62K	<0.1%
Bank of America Corp	—	—	$37K	$62K	<0.1%
Conagra Brands Inc	—	—	$80K	$61K	<0.1%
Archer Daniels Midland Co	—	—	$74K	$61K	<0.1%
Best Buy Co Inc	—	—	$49K	$60K	<0.1%
Graphic Packaging Holding Co	—	—	$52K	$57K	<0.1%
Citizens Financial Group Inc	—	—	$46K	$57K	<0.1%
CSG Systems International Inc	—	—	$57K	$56K	<0.1%
Science Applications International Corp	—	—	$40K	$56K	<0.1%
Vistra Corp	—	—	$6K	$55K	<0.1%
Voya Financial Inc	—	—	$34K	$55K	<0.1%
Greif Inc	—	—	$29K	$55K	<0.1%
Western Union Co	—	—	$105K	$54K	<0.1%
Ingevity Corp	—	—	$86K	$52K	<0.1%
Timken Co	—	—	$38K	$50K	<0.1%
Omega Healthcare Investors Inc	—	—	$38K	$49K	<0.1%
NCR Atleos Corp	—	—	$32K	$49K	<0.1%
Bloomin' Brands Inc	—	—	$88K	$49K	<0.1%
Phillips 66	—	—	$45K	$46K	<0.1%
LyondellBasell Industries	—	—	$50K	$45K	<0.1%
APA Corp	—	—	$84K	$44K	<0.1%
Viatris Inc	—	—	$43K	$44K	<0.1%
Lincoln National Corp	—	—	$67K	$41K	<0.1%
Jack In The Box Inc	—	—	$94K	$41K	<0.1%
InMode	—	—	$93K	$40K	<0.1%
Intel Corp	—	—	$46K	$38K	<0.1%
Huntington Ingalls Industries	—	—	$42K	$38K	<0.1%
Goodyear Tire & Rubber Co	—	—	$105K	$32K	<0.1%
Phinia Inc	—	—	$16K	$26K	<0.1%
Kohl's Corp	—	—	$84K	$22K	<0.1%
Walgreens Boots Alliance Inc	—	—	$156K	$22K	<0.1%
Xerox Holdings Corp	—	—	$98K	$22K	<0.1%
LONGVIEW ULTRA CONSTRUCTION LOAN FD AMALGAMATED BANK · EIN 20-8434730 / PN 006	Common Collective Trust	—	$79K	$21K	<0.1%
Capri Holdings	—	—	$34K	$17K	<0.1%
Sylvamo Corp	—	—	$4K	$10K	<0.1%
NCR Corporation	—	—	$10K	$8K	<0.1%
Magnera Corporation	—	—	$7K	$8K	<0.1%
Organon & Co	—	—	$12K	$7K	<0.1%