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Original filing (PDF)20250616143538NAL0001551680003
SSOBA DEFINED CONTRIBUTION RETIREMENT FUND
Form 5500
FILING_RECEIVED
SSOBA DEFINED CONTRIBUTION RETIREMENT FUND
Defined-contribution retirement plan
Signals · 2
~94 bps in Sched C fees6 service providers
Active participants
614
Accounts w/ balance
1,126
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.0M
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
- 94 bps in Schedule C fees — 224% above peer band of 29 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 SSOBA DEFINED CONTRIBUTION RETIREMENT FUND.
Plan sponsor
Name
SSOBA DEFINED CONTRIBUTION RETIREMENT FUND
EIN
26-0584149
Address
800 SUNRISE HIGHWAY · WEST BABYLON, NY · 11704
Phone
—
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
RONALD A. FEDRIZZI
EIN
26-0584149
City
WEST BABYLON, NY
Phone
(631) 587-9170
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | HARRISON, NY | RECORDKEEPER | $61K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURORA PRIVATE WEALTH INC | 47-4814591 | NEW YORK, NY | INVESTMENT ADVISORY-PLAN | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEAK RETIREMENT GROUP, LLC | 13-3859124 | LEVITTOWN, NY | THIRD PARTY ADMINISTRATOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN ADVISORS LLC | 22-2428965 | NEW YORK, NY | ACCOUNTANT | $21K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES R. GRISI, LLC | 83-2921602 | WEST BABYLON, NY | LEGAL SERVICES | $43K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANIEL H COOK ASSOCIATES | 11-2424843 | NEW YORK, NY | CONTRIBUTIONS PROCESSING | $6K | — |
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.
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