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Original filing (PDF)20251008092222NAL0009102544001
GEM PLUMBING AND HEATING CO., INC.
Form 5500
FILING_RECEIVED
GEM PLUMBING AND HEATING CO., INC. PREVAILING WAGE PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
735
Accounts w/ balance
590
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEM PLUMBING AND HEATING CO., INC..
Plan sponsor
Name
GEM PLUMBING AND HEATING CO., INC.
EIN
05-0400832
Address
1 WELLINGTON RD · LINCOLN, RI · 02865
Phone
(401) 453-4822
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANICAL ENGINES, LLC | 94-3250323 | — | CONTRACT ADMINISTRATOR | $25K | — |
Investments
48 direct securities · 1 pooled fund· $6.0M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.9M
48 holdings
Common Collective Trust
$170K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Income Fund of Amer A | — | — | — | $624K | 10.1% | |
| Vanguard Dividend Growth Inv | — | — | — | $503K | 8.2% | |
| Vanguard Value Index Admiral | — | — | — | $474K | 7.7% | |
| BlackRock High Yield Bond Instl | — | — | — | $359K | 5.8% | |
| Loomis Sayles Strategic Income Fund A ** 10 Lord Abbett Bond Debentur-R6 | — | — | — | $350K | 5.7% | |
| Dodge & Cox Income Cl I | — | — | — | $316K | 5.1% | |
| Vanguard PRIMECAP Admiral | — | — | — | $276K | 4.5% | |
| Vanguard Inflation-Protected Secs Admiral | — | — | — | $259K | 4.2% | |
| American Funds Europacific Growth A | — | — | — | $247K | 4.0% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $227K | 3.7% | |
| American Funds New World A | — | — | — | $220K | 3.6% | |
| Vanguard GNMA Admiral | — | — | — | $218K | 3.5% | |
| Dodge & Cox International Stock Cl I | — | — | — | $201K | 3.3% | |
| Vanguard Interm-Term Treasury Admiral | — | — | — | $194K | 3.1% | |
| MORLEY STABLE VALUE 175 MATRIX TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $170K | 2.8% | |
| DWS Science And Technology Fund-A | — | — | — | $154K | 2.5% | |
| Vanguard 500 Index Admiral | — | — | — | $150K | 2.4% | |
| Vanguard Small Cap Index Admiral | — | — | — | $138K | 2.2% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $132K | 2.1% | |
| American Funds Growth Fund of Amer A | — | — | — | $102K | 1.7% | |
| Harbor Bond Institutional | — | — | — | $60K | 1.0% | |
| DFA Short Term Government Port | — | — | — | $57K | 0.9% | |
| DFA One-Year Fixed-Income I | — | — | — | $57K | 0.9% | |
| DFA US Large Company I | — | — | — | $54K | 0.9% | |
| DFA US Large Cap Value I | — | — | — | $52K | 0.8% | |
| AMG Yacktman I ** 11 BlackRock Flexible Equity Fund A | — | — | — | $43K | 0.7% | |
| DWS Small Cap Core Fund-A | — | — | — | $39K | 0.6% | |
| Vanguard Short-Term Investment-Grade Admiral | — | — | — | $35K | 0.6% | |
| DFA US Small Cap Value I | — | — | — | $32K | 0.5% | |
| Vanguard Federal Money Market Investor ** 634 American Funds Amer Funds Amer H/I A | — | — | — | $31K | 0.5% | |
| Dodge & Cox Stock Cl I | — | — | — | $29K | 0.5% | |
| DFA US Micro Cap I | — | — | — | $29K | 0.5% | |
| Davis NY Venture A | — | — | — | $27K | 0.4% | |
| DFA International Value I | — | — | — | $26K | 0.4% | |
| DFA Real Estate Securities I | — | — | — | $25K | 0.4% | |
| Fidelity Low-Priced Stock | — | — | — | $21K | 0.3% | |
| DFA International Small Company I | — | — | — | $14K | 0.2% | |
| American Funds Invmt Co of Amer A | — | — | — | $14K | 0.2% | |
| DFA International Small Cap Value I | — | — | — | $13K | 0.2% | |
| Franklin Custom US Government Fund Cl R ** 529 Glenmede Small Cap Equity Adv | — | — | — | $12K | 0.2% | |
| John Hancock Disciplined Value R6 | — | — | — | $12K | 0.2% | |
| DFA Emerging Markets Small Cap I | — | — | — | $10K | 0.2% | |
| DFA Emerging Markets I | — | — | — | $10K | 0.2% | |
| DFA Emerging Markets Value I | — | — | — | $9K | 0.2% | |
| American Funds New Perspective A | — | — | — | $8K | 0.1% | |
| Mairs & Power Growth Inv ** 87 PRIMECAP Odyssey Stock | — | — | — | $6K | <0.1% | |
| American Funds Washington Mutual A | — | — | — | $5K | <0.1% | |
| Vanguard Balanced Index Adm | — | — | — | $4K | <0.1% | |
| Templeton Foreign A | — | — | — | $3K | <0.1% |