Original filing (PDF)20260305141507NAL0004000257001

LOCAL NO. 171 PENSION PLAN

Name: LOCAL NO. 171 PENSION PLAN — Form 5500 (2024)
Creator: LOCAL NO. 171 PENSION PLAN

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 4

1 failed disclosure100% in single holding~1946 bps in Sched C fees6 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.0M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL NO. 171 PENSION PLAN.

Plan sponsor

Name

LOCAL NO. 171 PENSION PLAN

EIN

37-6155648

Address

2000 HORIZON WAY · MT. LAUREL, NJ · 08054

Phone

(856) 291-8000

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-05

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

BARATZ & ASSOCIATES, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNITED BANK	54-1071198	VIENNA, VA	INVESTMENT CONSULTANT	$10K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
LARRY MAGARIK	46-4963823	BROOKLYN, NY	TRUSTEE	$29K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
WILCAC LIFE INSURANCE CO	DID NOT RESPOND TO SCH C REQUEST

Investments

1 direct security· $604K(57% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Lessor, or Similar Party Rate of Interest, Collateral, Par, or Maturity Value Cost Current Value Immediate Participation Guarantee Contract, WILCAC Life Insurance Co. Minimum 4%	—	—	$604K	$604K	56.7%

Related plans

Other plans using COHEN, WEISS, AND SIMON LLP

BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND

SHEET METAL WORKERS' NATIONAL PENSION FUND

$8.9B · 66,166 participants

BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND

DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY

$8.0B · 23,406 participants

BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS

SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN

$5.3B · 31,218 participants

BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSION

PENSION, HOSPITALIZATION & BENEFIT PLAN OF THE ELECTRICAL INDUSTRY - PENSION TRUST ACCT

$5.0B · 15,968 participants