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Original filing (PDF)20250827154716NAL0005050211001
BOARD OF TRUSTEES OF PERISHABLE FOOD INDUSTRY PENSION FUND
Form 5500
FILING_RECEIVED
PERISHABLE FOOD INDUSTRY PENSION FUND
Defined-benefit pension plan
Signals · 5
30% in single holding30% employer stock~80 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
114
Accounts w/ balance
—
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.1M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 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
60
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s Atalanta Sosnoff Page 16 N/A N/A N/A N/A Atalanta Sosnoff Page 17 N/A N/A N/A N/A" is 30% of plan.
- 30% of plan in employer / sponsor stock.
- 80 bps in Schedule C fees — 175% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF PERISHABLE FOOD INDUSTRY PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF PERISHABLE FOOD INDUSTRY PENSION FUND
EIN
13-6100245
Address
655 THIRD AVENUE, SUITE 1200 · NEW YORK, NY · 10017
Phone
(212) 308-4200
Industry
Admin Support & Waste Mgmtsee 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
2025-08-27
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVASTA AND COMPANY | 13-3879959 | — | NONE | $48K | — |
| ATALANTA AND SOSNOFF | 20-5150276 | — | NONE | $46K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $24K | — |
| QUAN-VEST CONSULTANT | 11-2559669 | — | NONE | $18K | — |
| COHEN, LEDER, MONTALBANO & GROSSMAN | 41-2043615 | — | NONE | $9K | — |
| MADON MALIN, PC | 13-3509284 | — | NONE | $8K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $7K | — |
Investments
18 direct securities · 1 pooled fund· $21.4M(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
$7.3M
14 holdings
Common Stocks
$5.9M
1 holding
Mutual Funds
$3.7M
1 holding
Corporate Bonds
$1.5M
1 holding
Pooled Separate Accounts
$1.5M
1 holding
Pooled Separate Account
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Atalanta Sosnoff Page 16 N/A Atalanta Sosnoff Page 17 N/A | Common Stocks | — | $3.7M | $5.9M | 29.2% | |
| s - equity T Rowe Price Page 23 N/A | Mutual Funds | — | $1.3M | $3.7M | 18.6% | |
| Vanguard Page 24 N/A | — | — | $3.1M | $3.2M | 15.6% | |
| Atalanta Sosnoff Page 19 N/A | Corporate Bonds | — | $1.8M | $1.5M | 7.6% | |
| Atalanta Sosnoff Page 21 N/A | — | — | $1.6M | $1.5M | 7.4% | |
| real estate Principle Life Insurance Company Page 22 N/A | Pooled Separate Accounts | — | $83K | $1.5M | 7.3% | |
| PRIN U.S PROPERTY SA - PGI3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.5M | 7.3% | |
| Atalanta Sosnoff Page 20 N/A | — | — | $730K | $730K | 3.6% | |
| Atalanta Sosnoff Page 20 N/A | — | — | $569K | $560K | 2.8% | |
| Atalanta Sosnoff Page 19 N/A | — | — | $507K | $504K | 2.5% | |
| Atalanta Sosnoff Page 19 N/A | — | — | $244K | $243K | 1.2% | |
| Cash and cash equivalents Atalanta Sosnoff Page 21 N/A | — | — | $194K | $194K | 1.0% | |
| Atalanta Sosnoff Page 20 N/A | — | — | $101K | $162K | 0.8% | |
| Atalanta Sosnoff Page 20 N/A | — | — | $97K | $80K | 0.4% | |
| Atalanta Sosnoff Page 21 N/A | — | — | $51K | $50K | 0.2% | |
| Atalanta Sosnoff Page 22 N/A | — | — | $42K | $42K | 0.2% | |
| U.S. Government securities Atalanta Sosnoff Page 19 N/A | — | — | $26K | $23K | 0.1% | |
| Principle Life Insurance Company Page 22 N/A 32 Vanguard Page 22 N/A | — | — | $14K | $14K | <0.1% | |
| Atalanta Sosnoff Page 21 N/A | — | — | $3K | $3K | <0.1% |