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Original filing (PDF)20251014220521NAL0001832915001
PEERLESS PUMP COMPANY
Form 5500
FILING_RECEIVED
PEERLESS PUMP RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
106
Accounts w/ balance
—
Plan assets (EOY)
$41.0M
Net assets (EOY)
$41.0M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
65
Vendor stack
55
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 101% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEERLESS PUMP COMPANY.
Plan sponsor
Name
PEERLESS PUMP COMPANY
EIN
05-0596578
Address
2005 DR. MARTIN LUTHER KING JR. ST. · INDIANAPOLIS, IN · 46202
Phone
(630) 719-7418
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
200
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MECHELA ANDERSON | 38-4828126 | — | PLAN ADMINISTRATOR | $32K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OGLETREE,DEAKINS,NASH,SMOAK&STEWARD | 57-1044820 | — | LEGAL | $21K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $94K | — |
| AXIA ADVISORY CORPORATION | 35-1859469 | — | NONE | $50K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $22K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $20K | — |
Investments
12 direct securities · 1 pooled fund· $51.3M(100% 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
$40.2M
11 holdings
Common Collective Trust
$10.2M
1 holding
Mutual Funds
$788K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Collective Investment Trust LS Investment Grade Bond Trust 432,759 units | — | — | $8.8M | $10.2M | 25.0% | |
| LOOMIS SAYLES INV GRADE TOTAL LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 004 | Common Collective Trust | — | — | $10.2M | 25.0% | |
| Guggenheim Total Return Bond Instl 417,511 shares | — | — | $10.9M | $9.8M | 23.9% | |
| Vanguard Russell 1000 Growth Index I 7,375 shares | — | — | $2.6M | $5.9M | 14.3% | |
| Vanguard Russell 1000 Value Index I 17,128 shares | — | — | $3.3M | $5.4M | 13.2% | |
| DFA International Core Equity Fund 98,934 shares | — | — | $1.3M | $1.5M | 3.7% | |
| Clearbridge International Growth Fund 23,431 shares | — | — | $1.3M | $1.5M | 3.7% | |
| Artisan Multiple Invt Tr 118,518 shares | — | — | $1.4M | $1.5M | 3.7% | |
| Money Market Fund First American Government Obligation 1,351,313 shares | — | — | $1.4M | $1.4M | 3.3% | |
| Vanguard Small Cap Value Index Fund 13,275 shares | — | — | $597K | $1.1M | 2.8% | |
| iShares SP Small Cap 600 Growth ETF 8,032 shares | — | — | $1.1M | $1.1M | 2.7% | |
| DFA Emerg Mkts Core Equity Fund 33,863 shares | Mutual Funds | — | $672K | $788K | 1.9% | |
| Driehaus Emerging Markets Growth Fund 20,806 shares | — | — | $718K | $771K | 1.9% |
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