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Original filing (PDF)20251015214443NAL0007497360001
BOARD OF TRUSTEES OF PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT
Form 5500
FILING_RECEIVED
PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
914
Accounts w/ balance
865
Plan assets (EOY)
$41.1M
Net assets (EOY)
$41.0M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT.
Plan sponsor
Name
BOARD OF TRUSTEES OF PLUMBERS LOCAL 55 DEFINED CONTRIBUTION RETIREMENT
DBA
PLAN
EIN
20-4805291
Address
980 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH · 441310000
Phone
(216) 459-9110
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
BOARD OF TRUSTEES
EIN
34-0320390
City
BROOKLYN HEIGHTS, OH
Phone
(216) 459-0099
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | — | $73K | — |
| CDS ADMINISTRATORS, INC. | 25-1352803 | — | — | $37K | — |
| FAULKNER, HOFFMAN & PHILLIPS, LLC | 34-1909706 | — | — | $19K | — |
| CIUNI AND PANICHI | 34-1322309 | — | — | $18K | — |
Investments
20 direct securities· $34.7M(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2040 Fund | — | — | — | $5.1M | 12.5% | |
| T Rowe Price Retirement 2045 Fund | — | — | — | $5.0M | 12.1% | |
| T Rowe Price Retirement 2030 Fund | — | — | — | $4.6M | 11.2% | |
| T Rowe Price Retirement 2025 Fund | — | — | — | $4.0M | 9.7% | |
| T Rowe Price Retirement 2050 Fund | — | — | — | $3.8M | 9.2% | |
| T Rowe Price Retirement 2055 Fund | — | — | — | $3.5M | 8.4% | |
| T Rowe Price Retirement 2060 Fund | — | — | — | $2.8M | 6.8% | |
| T Rowe Price Retirement 2020 Fund | — | — | — | $1.3M | 3.1% | |
| Vanguard 500 Index Fund | — | — | — | $1.1M | 2.6% | |
| Participant loans Notes receivable from participants interest rates; 5.25% - 10.50% (cost $0) | — | — | — | $817K | 2.0% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $683K | 1.7% | |
| T Rowe Price Retirement 2015 Fund | — | — | — | $666K | 1.6% | |
| T Rowe Price Retirement Balanced | — | — | — | $240K | 0.6% | |
| Vanguard Small Cap Index Fund | — | — | — | $233K | 0.6% | |
| Fidelity Advisor Total Bond Fund Class A | — | — | — | $222K | 0.5% | |
| New York Life Guaranteed Interest Account | — | — | — | $221K | 0.5% | |
| Putnam Large Cap Value Fund | — | — | — | $150K | 0.4% | |
| Columbia Small Cap Value II Fund | — | — | — | $134K | 0.3% | |
| MFS International Diversification Fund | — | — | — | $128K | 0.3% | |
| Franklin Templeton Small-Mid Cap Growth Fund | — | — | — | $116K | 0.3% |