Original filing (PDF)20250414153245NAL0001920497001

ROTTERDAM VENTURES, INC.

Name: ROTTERDAM VENTURES, INC. — ROTTERDAM VENTURES, INC. EMPLOYEES' PENSION PLAN, Form 5500 (2023)
Creator: ROTTERDAM VENTURES, INC.

Form 5500

FILING_RECEIVED

ROTTERDAM VENTURES, INC. EMPLOYEES' PENSION PLAN

Defined-benefit pension plan

Signals · 1

~175 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROTTERDAM VENTURES, INC..

Plan sponsor

Name

ROTTERDAM VENTURES, INC.

EIN

22-1865964

Address

220 HARBORSIDE DRIVE · SUITE 300 · SCHENECTADY, NY · 12305

Phone

(518) 356-4445

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CARON & BLETZER, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS	06-1397347	—	INVESTMENT ADVISOR	$23K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CARON & BLETZER, PLLC	04-3499945	—	AUDITOR	$12K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

3 pooled funds· $3.9M(93% 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.

Investment	Type	Current value	% of plan
BLACKROCK U.S. DEBT INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010	Common Collective Trust	$2.1M	51.4%
WTC-CIF II US IG INTERMEDIATE CORP WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 207	Common Collective Trust	$1.3M	31.7%

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