Original filing (PDF)20251011144621NAL0008561537003

TEAMSTERS LOCAL UNION 676 AND EMPLOYERS VACATION FUND

Name: TEAMSTERS LOCAL UNION 676 AND EMPLOYERS VACATION FUND — Form 5500 (2024)
Creator: TEAMSTERS LOCAL UNION 676 AND EMPLOYERS VACATION FUND

Form 5500

FILING_RECEIVED

Health & welfare plan

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$121K

Net assets (EOY)

$77K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMSTERS LOCAL UNION 676 AND EMPLOYERS VACATION FUND.

Plan sponsor

Name

TEAMSTERS LOCAL UNION 676 AND EMPLOYERS VACATION FUND

EIN

22-2897974

Address

2500 MCCELLAN AVENUE · SUITE 140 · PENNSAUKEN, NJ · 081090001

Phone

—

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

ALAN ROSS & COMPANY PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $121K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	CASH FULTON BANK - INTEREST CHECKING	—	—	$121K	$121K	100.0%

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