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Original filing (PDF)20250311150234NAL0009324275001
ABVI-GOODWILL
Form 5500
FILING_RECEIVED
ABVI-GOODWILL PENSION PLAN
Defined-benefit pension plan
Signals · 2
Late filing · 3.8 mo~680237 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1K
Net assets (EOY)
$1K
Plan health score
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
85
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Filed 3.8 months past the 10.5-month grace window.
- 680237 bps in Schedule C fees — 430429% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
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 ABVI-GOODWILL.
Plan sponsor
Name
ABVI-GOODWILL
EIN
16-0743906
Address
422 SOUTH CLINTON AVENUE · ROCHESTER, NY · 146201198
Phone
(585) 232-1111
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-03-11
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO., LLP | 16-1131146 | PITTSFORD, NY | NONE | $31K | — |
| BENEFITS MANAGEMENT INC | 22-2940440 | FAIRPORT, NY | NONE | $23K | — |
| JACKSON LEWIS, PC | 46-3862389 | ALBANY, NC | NONE | $19K | — |
| ALESCO ADVISORS | 16-1579300 | PITTSFORD, NY | NONE | $6K | — |
| M&T INVESTMENT GROUP | 16-6265706 | BUFFALO, NY | NONE | $5K | — |
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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