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Original filing (PDF)20251015121221NAL0006033136001
A. COLARUSSO & SON, INC.
Form 5500
FILING_RECEIVED
PUBLIC CONSTRUCTION EMPLOYEES' PREVAILING WAGE PENSION PLAN
Defined-contribution retirement plan
Signals · 1
~91 bps in Sched C fees
Active participants
57
Accounts w/ balance
118
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
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
- 91 bps in Schedule C fees — 213% above peer band of 29 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 A. COLARUSSO & SON, INC..
Plan sponsor
Name
A. COLARUSSO & SON, INC.
EIN
14-1424400
Address
P.O. BOX 302 · NEWMAN ROAD · HUDSON, NY · 12534
Phone
(518) 828-3218
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WOJESKI & COMPANY CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMI | 13-5674085 | — | BROKERAGE | $152K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | TRUSTEE | $14K | — |
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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