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Original filing (PDF)20250813105329NAL0004838611001
TRUSTEES - COMPOSITION ROOFERS LOCAL #4 PENSION PLAN
Form 5500
FILING_RECEIVED
COMPOSITION ROOFERS LOCAL #4 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
167
Accounts w/ balance
—
Plan assets (EOY)
$61.1M
Net assets (EOY)
$61.1M
How this plan invests
This plan
2 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)
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
- 60 bps in Schedule C fees — 274% above peer band of 16 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 TRUSTEES - COMPOSITION ROOFERS LOCAL #4 PENSION PLAN.
Plan sponsor
Name
TRUSTEES - COMPOSITION ROOFERS LOCAL #4 PENSION PLAN
EIN
22-6172741
Address
385 PARSIPPANY ROAD · PARSIPPANY, NJ · 070545111
Phone
(973) 515-8500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MSPC CERTIFIED PUBLIC ACCOUNTANTS &
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT | 22-3361201 | SUMMIT, NJ | NONE | $104K | — |
| JOHNSTON ASSET MANAGEMENT | 13-3257590 | SUMMIT, NJ | NONE | $60K | — |
| I E SHAFFER & CO | 22-1750854 | WEST TRENTON, NJ | NONE | $41K | — |
| MSPC | 22-2951202 | CRANFORD, NJ | NONE | $39K | — |
| MEPT - NEW TOWER | 30-0872552 | BETHESDA, MD | NONE | $22K | — |
| SUMMIT ACTUARIAL SERVICES | 77-0645890 | — | NONE | $22K | — |
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | NONE | $18K | — |
| MARINER INSTITUTIONAL LLC | — | PLANO, TX | NONE | $18K | — |
| PRUDENTIAL | 22-1211670 | PARSIPPANY, NJ | NONE | $17K | — |
| MUTUAL OF AMERICA, INVESTMENT MGR | 13-3701801 | NEW YORK, NY | NONE | $13K | — |
| COHEN, LEDER, MONTALBANO & CONNAUGH | 22-3185470 | ELMWOOD PARK, NJ | NONE | $11K | — |
Investments
2 pooled funds· $5.4M(9% 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.
Pooled Separate Account
$3.0M
1 holding
Common Collective Trust
$2.5M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PGIM REAL ESTATE PRISA SA THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | $3.0M | 4.8% |
| NEWTOWER MULTI EMPLOYER CLASS E 201 NEWTOWER TRUST COMPANY · EIN 30-0872552 / PN 001 | Common Collective Trust | $2.5M | 4.0% |
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