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Original filing (PDF)20251009110017NAL0006484129002
LOCAL 670 PENSION FUND
Form 5500
FILING_RECEIVED
LOCAL 670 PENSION PLAN
Defined-benefit pension plan
Signals · 4
71% in single holding~80 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
1,275
Accounts w/ balance
—
Plan assets (EOY)
$84.0M
Net assets (EOY)
$83.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: LONGVIEW MIDCAP 400 INDEX FUND (extraction pending)]" is 71% of plan.
- 80 bps in Schedule C fees — 397% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 670 PENSION FUND.
Plan sponsor
Name
LOCAL 670 PENSION FUND
EIN
13-6567359
Address
299 BROADWAY · NEW YORK, NY · 10007
Phone
(212) 374-1654
Industry
Real Estatesee 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
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CASTIGLIA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED BANK | 13-4920330 | — | NONE | $142K | — |
| KATHERINE VELAZQUEZ | 13-6567359 | — | NONE | $101K | — |
| BASIL CASTROVINCI | 13-2831500 | — | NONE | $62K | — |
| ROTHMAN ROCCO AND LARUFFA | 13-3341720 | ELMSFORD, NY | NONE | $50K | — |
| MARIA ORTIZ | 13-6567359 | — | NONE | $49K | — |
| CASTIGLIA, LLP | 46-2725636 | — | NONE | $49K | — |
| LORRAINE DIXON | 13-6567359 | — | NONE | $45K | — |
| IRIS CONDE | 13-6567359 | — | NONE | $45K | — |
| MOVITA STONE | 13-6567359 | — | NONE | $38K | — |
| KENNY ROJAS | 13-6567359 | — | NONE | $31K | — |
| MARINER | — | WINTER PARK, FL | NONE | $27K | — |
| BRADLEY & PARKER INC | — | MELVILLE, NY | NONE | $18K | — |
| SYNTONIC SYSTEMS, INC. | — | NEW YORK, NY | NONE | $10K | — |
Investments
3 pooled funds· $40.3M(48% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGE CAP 500 INDEX AMALGAMTED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | — | — | $28.6M | 34.1% | |
| LONGVIEW MID CAP 400 INDEX AMALGAMTED BANK · EIN 13-4920330 / PN 009 | Common Collective Trust | — | — | $7.8M | 9.3% | |
| LONGVIEW SMALL CAP 600 INDEX AMALGAMTED BANK · EIN 13-4920330 / PN 004 | Common Collective Trust | — | — | $3.9M | 4.6% |