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Original filing (PDF)20250813103320NAL0025300978001
TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND
Form 5500
FILING_RECEIVED
BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND
Defined-benefit pension plan
Signals · 1
17 service providers
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$124.3M
Net assets (EOY)
$124.3M
How this plan invests
This plan
1 collective trust
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)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 381% above peer band of 10 bps.
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 BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND.
Plan sponsor
Name
TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND
EIN
22-6255484
Address
2003 ROUTE 130 · NORTH BRUNSWICK, NJ · 089024857
Phone
(732) 297-0194
Industry
Transportation & Warehousingsee 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 CPA'S AND ADVISORS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAMAR BEINHOWER | 22-6255484 | — | TRUSTEE | $11K | — |
| ERNEST SOEHL | 22-6255484 | — | TRUSTEE | $11K | — |
Other
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $162K | — |
| PREZIOSO, GIANCARLO | 22-6255484 | — | EMPLOYEE | $67K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $55K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $46K | — |
| FIRST ACTUARIAL CONSULTING TEAM LCC | 26-3842522 | — | NONE | $39K | — |
| COHEN LEDER MONTALBANO CONNAUGHTON | 04-3669184 | — | ATTY FOR LOCAL 701 | $36K | — |
| NILLIE LAKE | 22-6255484 | — | EMPLOYEE | $33K | — |
| MSPC | 22-2951202 | — | ACCT FOR LOCAL 701 | $31K | — |
| GREAT LAKES ADVISORS | 80-0292839 | — | NONE | $27K | — |
| SLEVIN & HART, PC | 52-1708613 | — | NONE | $24K | — |
| JBM COMPUTER CONSULTANTS, INC. | 16-1173118 | — | NONE | $20K | — |
| INTERCONTINENTAL REAL ESTATE CORP. | 04-2895544 | — | NONE | $18K | — |
| WELLS FARGO BANK, N.A. | 94-1347393 | — | NONE | $12K | — |
| SEGALL BRYANT & HAMILL | 41-1788385 | — | NONE | $7K | — |
| R.C. LAIN, INC. | 14-1425729 | — | NONE | $0 | — |
Investments
1 pooled fund· $4.5M(4% 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 |
|---|---|---|---|
| GLOBAL EQUITY LONG-ONLY FUND LP FIERA CAPITAL INC. · EIN 90-0947943 / PN 001 | Common Collective Trust | $4.5M | 3.6% |