Back to filter
Original filing (PDF)20251015222723NAL0002924867001
MULTI-SKILLED EMPLOYEES AND EMPLOYE RS APPRENTICESHIP AND TRAINING FUN
Form 5500
FILING_RECEIVED
MULTI-SKILLED EMPLOYEES AND EMPLOYERS APPRENTICESH
Health & welfare plan
Signals · 2
~815 bps in Sched C feesNo recordkeeper disclosed
Active participants
287
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
- 815 bps in Schedule C fees — 1468% above peer band of 52 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 MULTI-SKILLED EMPLOYEES AND EMPLOYE RS APPRENTICESHIP AND TRAINING FUN.
Plan sponsor
Name
MULTI-SKILLED EMPLOYEES AND EMPLOYE RS APPRENTICESHIP AND TRAINING FUN
EIN
22-6464524
Address
2025 LINCOLN HWY STE 130 · EDISON, NJ · 088173350
Phone
(732) 287-4011
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES | — | CRANFORD, NJ | NONE | $45K | — |
| WITHUMSMITH&BROWN, PC | 22-2027092 | — | NONE | $33K | — |
| C&H AGENCY INC. | — | TOTOWA, NJ | NONE | $10K | — |
| DAVID TYKULSKER & ASSOCIATES | 22-3411279 | — | NONE | $8K | — |
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.
Related plans
Other plans using PKF O'CONNOR DAVIES
WPP GROUP USA, INC.
THE SAVINGS AND INVESTMENT PLAN
$4.7B · 19,575 participants
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND
UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN
$1.3B · 1,925 participants
SENTINEL REAL ESTATE CORPORATION
SENTINEL REAL ESTATE 401(K) PLAN 401K SAVINGS PLAN
$66.5M · 823 participants
COMMUNITY FUNDS INC.
THE NEW YORK COMMUNITY TRUST RETIREMENT PLAN
$51.1M · 77 participants
THE LEFFELL SCHOOL
THE LEFFELL SCHOOL RETIREMENT PLAN
$42.9M · 225 participants
COFACE NORTH AMERICA INSURANCE COMPANY
COFACE U. S. GROUP 401(K) PLAN
$40.2M · 258 participants
Similar-size Construction plans
CLEARWATER CONSTRUCTION, INC.
CLEARWATER CONSTRUCTION, INC. 401(K) PLAN
$1.2M · 45 participants
FORD ASPHALT CO INC
FORD ASPHALT CO., INC. PENSION PLAN
$1.2M · 3 participants
MUNIZ CONCRETE & CONTRACTING, INC.
MUNIZ CONCRETE & CONTRACTING, INC 401K
$1.2M · 11 participants
AMARILLO ROAD COMPANY
AMARILLO ROAD COMPANY 401(K) PLAN
$1.2M · 14 participants
V.E. WHITEHURST & SONS INC.
V.E. WHITEHURST & SONS, INC. 401(K) RETIREMENT PLAN
$1.2M · 48 participants
LEGACY CONTRACTING, INC.
THE LEGACY CONTRACTING, INC. RETIREMENT PLAN
$1.2M · 7 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants