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Original filing (PDF)20250413185506NAL0000838017001
BOARD OF TRUSTEES, SAN FRANCISCO LITHOGRAPHERS
Form 5500
FILING_RECEIVED
SAN FRANCISCO LITHOGRAPHERS PENSION TRUST
Defined-benefit pension plan
Signals · 1
9 service providers
Active participants
48
Accounts w/ balance
0
Plan assets (EOY)
$119.7M
Net assets (EOY)
$119.7M
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
- 51 bps in Schedule C fees — 411% above peer band of 10 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 BOARD OF TRUSTEES, SAN FRANCISCO LITHOGRAPHERS.
Plan sponsor
Name
BOARD OF TRUSTEES, SAN FRANCISCO LITHOGRAPHERS
DBA
PENSION TRUST
EIN
94-6052228
Address
1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA · 94502
Phone
(415) 546-7800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $197K | — |
| SAGE ADVISORY SERVICES | 83-0717992 | — | NONE | $144K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $126K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $50K | — |
| SALTZMAN & JOHNSON | 94-2376174 | — | NONE | $32K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $28K | — |
| LITTLER MENDELSON | 94-2602731 | — | NONE | $18K | — |
| WEINBERG, ROGER & ROSENFELD | 94-2458080 | — | NONE | $12K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $5K | — |
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.