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Original filing (PDF)20250731080739NAL0005725137003
NEW YORK-NEW JERSEY AMALGAMATED PENSION PLAN FOR ACME EMPLOYEES
Form 5500
FILING_RECEIVED
NEW YORK-NEW JERSEY AMALGAMATED PENSION PLAN FOR ACME EMPLOYEES
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
2,329
Accounts w/ balance
—
Plan assets (EOY)
$191.3M
Net assets (EOY)
$191.2M
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
- 32 bps in Schedule C fees — 220% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 NEW YORK-NEW JERSEY AMALGAMATED PENSION PLAN FOR ACME EMPLOYEES.
Plan sponsor
Name
NEW YORK-NEW JERSEY AMALGAMATED PENSION PLAN FOR ACME EMPLOYEES
EIN
22-2202719
Address
245 PATERSON AVENUE · LITTLE FALLS, NJ · 074244629
Phone
(973) 256-6790
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
1D · Floor-offset DB
Audit & trust (Schedule H)
Auditor
ROSENBERG RICH BAKER BERMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES INC | 13-2889432 | NEW YORK, NY | NONE | $281K | — |
| THE PRINCIPAL BANK | 42-1466678 | DES MOINES, IA | NONE | $213K | — |
| PNC ADVISORS | 22-1146430 | EAST BRUNSWICK, NJ | NONE | $29K | — |
| ROSENBERG RICH BAKER BERMAN | 22-3271252 | SOMERSET, NJ | NONE | $25K | — |
| HEALTH PLAN SYSTEMS, INC. | 01-0589640 | EDISON, NJ | NONE | $25K | — |
| SAVASTA & CO INC | 13-3879959 | NEW YORK, NY | NONE | $15K | — |
| MURPHY ANDERSON PLLC | 26-3092374 | WASHINGTON, DC | NONE | $13K | — |
| RICHARD MELBER | 22-2202719 | — | EMPLOYEE | $11K | — |
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.