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Original filing (PDF)20251113105557NAL0002646530003
BOARD OF TRUSTEES OF BAKERY AND SALES DRIVERS' LOCAL 33 PART PEN F
Form 5500
FILING_RECEIVED
BAKERY AND SALES DRIVERS' LOCAL 33 PARTITIONED PEN
Defined-benefit pension plan
Signals · 1
~8289 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$144K
Net assets (EOY)
$106K
Plan health score (directional)
82
/ 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
75
Participation health
90
Knocking points off
- 8289 bps in Schedule C fees — 5146% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
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 BOARD OF TRUSTEES OF BAKERY AND SALES DRIVERS' LOCAL 33 PART PEN F.
Plan sponsor
Name
BOARD OF TRUSTEES OF BAKERY AND SALES DRIVERS' LOCAL 33 PART PEN F
EIN
37-6561427
Address
20000 HORIZON WAY, SUITE 600 · MOUNT LAUREL, NJ · 080544321
Phone
(856) 291-8000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-14
Tax period
2025-01-13
Filed
2025-11-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
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 |
|---|---|---|---|---|---|
| BEACON ADMINISTRATORS & CONSULTANTS | 83-1544721 | — | NONE | $48K | — |
| LARRY MAGARIK, ESQ | 46-4963823 | — | NONE | $26K | — |
| BOLTON PARTNERS, INC. | 52-1231144 | — | NONE | $18K | — |
| MOONEY, GREEN, SAINDON, MURPHY & WE | 52-1958229 | — | NONE | $18K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $10K | — |
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.