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Original filing (PDF)20251003133057NAL0000877715001
TRUSTEES OF TEAMSTERS LOCAL 929 RETIREMENT PLAN
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL 929 RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 3
42% in single holding~103 bps in Sched C feesNo recordkeeper disclosed
Active participants
3,105
Accounts w/ balance
3,135
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
79
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund" is 42% of plan.
- 103 bps in Schedule C fees — 254% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF TEAMSTERS LOCAL 929 RETIREMENT PLAN.
Plan sponsor
Name
TRUSTEES OF TEAMSTERS LOCAL 929 RETIREMENT PLAN
EIN
23-2592447
Address
2500 MCCLELLAN AVE. SUITE 140 · PENNSAUKEN, NJ · 081094613
Phone
(856) 382-2400
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMINISTRATIVE SERVICE PROFESSIONAL | 20-4056745 | — | NONE | $154K | — |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 45-3008106 | — | NONE | $137K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $25K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $13K | — |
| SPEAR WILDERMAN PC | 23-2749511 | — | NONE | $8K | — |
Investments
10 direct securities· $33.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | — | — | $10.0M | $13.7M | 41.7% | |
| John Hancock Bond Fund R6 | — | — | $12.3M | $11.7M | 35.6% | |
| Lord Abbett Short Duration Income Fund | — | — | $2.1M | $2.1M | 6.4% | |
| Blackrock Global Allocation Fund | — | — | $1.5M | $1.6M | 4.7% | |
| Aberdeen US Small Cap Equity Fund | — | — | $845K | $992K | 3.0% | |
| Macquarie Small Cap Core | — | — | $845K | $943K | 2.9% | |
| Participant loans 7.25-9.5% - | — | — | — | $863K | 2.6% | |
| PGIM Short Duration High Yield Income Fund | — | — | $605K | $610K | 1.9% | |
| Republic Bank | — | — | $443K | $443K | 1.3% | |
| Federated Govt Obligations Adm | — | — | $1K | $1K | <0.1% |