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Original filing (PDF)20251007100202NAL0002565555002
ASBESTOS WORKERS UNION LOCAL NO. 64
Form 5500
FILING_RECEIVED
ASBESTOS WORKERS UNION LOCAL NO. 64 PENSION PLAN
Defined-benefit pension plan
Signals · 1
~1546 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$241K
Net assets (EOY)
$69K
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
- 1546 bps in Schedule C fees — 879% 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 ASBESTOS WORKERS UNION LOCAL NO. 64.
Plan sponsor
Name
ASBESTOS WORKERS UNION LOCAL NO. 64
EIN
73-0679063
Address
PO BOX 1028 · 830 BEAR TAVERN ROAD · WEST TRENTON, NJ · 08628
Phone
(800) 792-3666
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
I.E. SHAFFER & CO
EIN
22-1750854
City
WEST TRENTON, NJ
Phone
(800) 792-3666
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
GERSON & ASSOC. CPAS AND ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I.E. SHAFFER & CO | 22-1750854 | — | NONE | $28K | — |
| GERSON & ASSOC. CPAS AND ADVISORS | 22-3163246 | ROCHELLE PARK, NJ | 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.
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