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Original filing (PDF)20251111141202NAL0006265089001
BOARD OF TRUSTEES STOREWORKERS
Form 5500
FILING_RECEIVED
STOREWORKERS SECURITY PLAN
Health & welfare plan
Signals · 4
2 failed disclosures~592 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
517
Accounts w/ balance
—
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.6M
Plan health score (directional)
78
/ 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
80
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2 Schedule C providers failed to disclose compensation.
- 592 bps in Schedule C fees — 1039% above peer band of 52 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 BOARD OF TRUSTEES STOREWORKERS.
Plan sponsor
Name
BOARD OF TRUSTEES STOREWORKERS
DBA
SECURITY PLAN
EIN
13-6162367
Address
370 SEVENTH AVE · SUITE 1401 · NEW YORK, NY · 10001
Phone
(212) 308-4800
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-11
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK & SCHLAPP, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH WEALTH MANAGEMENT | — | PRINCETON, NJ | UNION INVESTMENT MANAGER | $20K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER & DICTOR P.C. | 13-3062532 | — | UNION ATTORNEY | $22K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL WIEDERHOLD | 13-6162367 | — | NONE | $86K | — |
| MARIAN OCONNOR | 13-6162367 | — | NONE | $49K | — |
| MARITZA DIAZ | 13-6162367 | — | NONE | $33K | — |
| GOULD, KOBRICK & SCHLAPP | 13-3082707 | — | NONE | $26K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $25K | — |
| SYNTONIC SYSTEMS | 13-2925049 | — | NONE | $24K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| MERRILL LYNCH WEALTH MANAGEMENT | INFORMATION ON INDIRECT COMPENSATION |
| THE ABBRACCIAMENTO-STRANDSKOV GROUP | INFORMATION ON INDIRECT COMPENSATION |
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.
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