Original filing (PDF)20231011151740NAL0060683682001

TP MECHANICAL CONTRACTORS, INC.

Name: TP MECHANICAL CONTRACTORS, INC. — TP MECHANICAL CONTRACTORS, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: TP MECHANICAL CONTRACTORS, INC.

Form 5500

FILING_RECEIVED

TP MECHANICAL CONTRACTORS, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

501

Accounts w/ balance

621

Plan assets (EOY)

$39.1M

Net assets (EOY)

$39.1M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TP MECHANICAL CONTRACTORS, INC..

Plan sponsor

Name

TP MECHANICAL CONTRACTORS, INC.

EIN

20-0251494

Address

1500 KEMPER MEADOW DRIVE · CINCINNATI, OH · 45240

Phone

(513) 851-8881

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2S · Automatic enrollment

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$36K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	ADVISOR	$50K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

11 pooled funds· $8.5M(22% 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.

Investment	Type	Current value	% of plan
FLEXPATH+AGR 2055 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3170652 / PN 001	Common Collective Trust	$1.8M	4.5%
FLEXPATH+AGR 2045 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3026996 / PN 001	Common Collective Trust	$1.7M	4.4%
FLEXPATH+AGR 2035 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2987118 / PN 001	Common Collective Trust	$1.6M

Related plans

Other plans using COMMONWEALTH FINANCIAL NETWORK

THE CLEVELAND CLINIC FOUNDATION

CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN

$9.2B · 68,206 participants

EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES

EMORY UNIVERSITY RETIREMENT PLAN

$5.5B · 21,409 participants

THE CLEVELAND CLINIC FOUNDATION

THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST

$4.3B

PAYCHEX RETIREMENT LLC

PAYCHEX POOLED EMPLOYER 401(K) PLAN

$1.8B · 621,703 participants

HYPERTHERM, INC.

HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN