Original filing (PDF)20250311142322NAL0010759907001

EMPLOYER LOCAL 375 PENSION PLAN C/O BEACON ADMINISTRATORS & CONSULTANT

Name: EMPLOYER LOCAL 375 PENSION PLAN C/O BEACON ADMINISTRATORS & CONSULTANT — EMPLOYER LOCAL NO. 375 PENSION PLAN, Form 5500 (2023)
Creator: EMPLOYER LOCAL 375 PENSION PLAN C/O BEACON ADMINISTRATORS & CONSULTANT

Form 5500

FILING_RECEIVED

EMPLOYER LOCAL NO. 375 PENSION PLAN

Defined-benefit pension plan

Signals · 2

~173 bps in Sched C fees10 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.4M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPLOYER LOCAL 375 PENSION PLAN C/O BEACON ADMINISTRATORS & CONSULTANT.

Plan sponsor

Name

EMPLOYER LOCAL 375 PENSION PLAN C/O BEACON ADMINISTRATORS & CONSULTANT

EIN

23-6542743

Address

20000 HORIZON WAY, SUITE 600 · MOUNT LAUREL, NJ · 08054

Phone

(856) 291-8000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-03-11

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Welfare benefit codes

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
COHEN WEISS AND SIMON, LLP	13-1592323	—	NONE	$114K	—
BEACON ADMINISTRATORS & CONSULTANTS	83-1544721	—	NONE	$66K	—
PRINCIPAL	94-1347393	—	NONE	$38K	—
MORGAN STANLEY SMITH BARNEY	11-2418191	—	NONE	$35K	—
ASB CAPITAL MANAGEMENT, LLC	80-0618452	—	NONE	$31K	—
NOVAK FRANCELLA, LLC

Investments

1 pooled fund· $2.7M(13% 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
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006	Common Collective Trust	$2.7M	12.7%

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