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Original filing (PDF)20250515145555NAL0013504291001
ASBESTOS WORKERS LOCAL UNION DEFINED CONTRIBUTION PLAN
Form 5500
FILING_RECEIVED
ASBESTOS WORKERS LOCAL UNION 55 DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 2
~89 bps in Sched C feesNo recordkeeper disclosed
Active participants
164
Accounts w/ balance
420
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
84
/ 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
80
Participation health
100
Knocking points off
- 89 bps in Schedule C fees — 72% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
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 ASBESTOS WORKERS LOCAL UNION DEFINED CONTRIBUTION PLAN.
Plan sponsor
Name
ASBESTOS WORKERS LOCAL UNION DEFINED CONTRIBUTION PLAN
EIN
63-1209476
Address
908 BUTLER DRIVE · MOBILE, AL · 36693
Phone
(251) 661-9703
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-15
Pension benefit codes
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CERESA M FRENKEL PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASBESTOS WORKERS LOCAL UNION NO 55 | 63-0474674 | MOBILE, AL | NONE | $8K | — |
| CERESA M FRENKEL PC | 72-1400033 | MOBILE, AL | NONE | $8K | — |
| KIMBERLY C WALKER PC | 46-5592911 | FAIRHOPE, AL | NONE | $2K | — |
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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