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Original filing (PDF)20251003102934NAL0001244497002
LOCAL 447 PENSION FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
LOCAL 447 PENSION FUND
Defined-benefit pension plan
Signals · 1
~1496 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
-$36.9M
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
- 1496 bps in Schedule C fees — 2776% above peer band of 52 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 LOCAL 447 PENSION FUND BOARD OF TRUSTEES.
Plan sponsor
Name
LOCAL 447 PENSION FUND BOARD OF TRUSTEES
EIN
13-6121590
Address
113 UNIVERSITY PLACE · 2ND FLOOR · NEW YORK, NY · 100034527
Phone
(212) 460-0800
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
ROGOFF & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHEN, WEISS & SIMON LLP | 13-1592323 | NEW YORK, NY | LEGAL | $7K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GCC-IBT LOCAL 1L | 13-4920470 | — | ALLOCATED PAYROLL & EXP | $103K | — |
| ROGOFF & CO | 13-2688836 | NEW YORK, NY | NONE | $25K | — |
| FIRST ACTUARIAL COSULTANTS | 26-3842522 | — | NONE | $9K | — |
| AMALITHONE REALTY | 13-5636231 | — | ALLOCATED RENT | $6K | — |
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.