Back to filter
Original filing (PDF)20251002141124NAL0000894112001
FOURTH EDITION INC.
Form 5500
FILING_RECEIVED
FOURTH EDITION INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
60% in single holding
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$32.3M
Net assets (EOY)
$32.3M
How this plan invests
This plan
1 pooled trust
Schedule D
4 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
75
Participation health
100
Knocking points off
- Top holding "BNY Mellon See Attachment" is 60% of plan.
- 75 bps in Schedule C fees — 158% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOURTH EDITION INC..
Plan sponsor
Name
FOURTH EDITION INC.
EIN
22-1734198
Address
PO BOX 1709 · ENGLEWOOD CLIFFS, NJ · 07632
Phone
(201) 280-5501
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
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROSENBERG RICH BAKER BERMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | 01-0233346 | — | RETAINED BY EMPLOYER | $121K | — |
| SLC MANAGEMENT | — | WINDSOR, CT | RETAINED BY EMPLOYER | $55K | — |
| CAPTRUST FINANCIAL ADVISORS LLC | 45-0479693 | — | RETAINED BY EMPLOYER | $34K | — |
| ROSENBERG RICH BAKER BERMAN, P.A. | 22-3271252 | — | RETAINED BY EMPLOYER | $18K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | RETAINED BY EMPLOYER | $14K | — |
Investments
4 direct securities · 1 pooled fund· $43.4M(100% 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.
Uncategorized
$32.1M
4 holdings
Common Collective Trust
$11.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNY Mellon See Attachment | — | — | $20.7M | $19.2M | 59.3% | |
| Wilmington Trust DB Gr Inst 590,146 shares | — | — | $6.9M | $11.3M | 34.9% | |
| DB GROWTH PORTFOLIO GREAT GRAY CIT · EIN 82-0737797 / PN 187 | Common Collective Trust | — | — | $11.3M | 34.9% | |
| Vanguard Fed Money Market 1,406,620 shares | — | — | $1.4M | $1.4M | 4.4% | |
| John Hancock Interest-Bearing Cash | — | — | $277K | $277K | 0.9% |
Related plans
Other plans using JOHN HANCOCK RETIREMENT
PETRO-HUNT, L.L.C.
AFFILIATED THRIFT PLAN
$224.8M · 484 participants
BD TTEES SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN
SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN
$162.2M · 13,464 participants
PATRIOT GROWTH INSURANCE SERVICES, LLC
PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN
$147.4M · 1,917 participants
KERRY INC.
KERRY INC. EMPLOYEES RETIREMENT PLAN
$67.9M · 195 participants
THE GORMAN-RUPP COMPANY
THE GORMAN-RUPP COMPANY RETIREMENT PLAN
$56.1M · 213 participants
IBEW LOCAL NO. 229 ANNUITY FUND
IBEW LOCAL NO. 229 ANNUITY FUND
$55.8M · 228 participants
Similar-size Real Estate plans
MCCORMACK BARON SALAZAR, INC.
MCCORMACK BARON 401(K) PLAN
$32.5M · 783 participants
UE MANAGEMENT LLC
UE MANAGEMENT 401(K) PLAN
$32.1M · 103 participants
SCANNELL DEVELOPMENT COMPANY
SCANNELL DEVELOPMENT COMPANY 401(K) PLAN
$31.9M · 128 participants
AFL-CIO HOUSING INVESTMENT TRUST
AFL-CIO HOUSING INVESTMENT TRUST 401(K) RETIREMENT PLAN
$32.7M · 41 participants
SKYWALKER HOLDINGS, LLC
SKYWALKER HOLDINGS 401(K) PLAN
$32.8M · 238 participants
ABR CAPITAL PARTNERS, LLC
ABR CAPITAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN & TRUST
$31.5M · 26 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants