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Original filing (PDF)20251015100202NAL0002208707005
PLUMBING & PIPEFITTING IND AFL
Form 5500
FILING_RECEIVED
ANNUITY FUND OF LOCAL 274
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
322
Accounts w/ balance
683
Plan assets (EOY)
$166.7M
Net assets (EOY)
$166.7M
How this plan invests
This plan
7 pooled trusts
Schedule D
104 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 387% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBING & PIPEFITTING IND AFL.
Plan sponsor
Name
PLUMBING & PIPEFITTING IND AFL
EIN
22-2361111
Address
205 JEFFERSON ROAD · PARSIPPANY, NJ · 07054
Phone
(201) 943-4700
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
BASIL CASTROVINCI ASSOCIATES INC
EIN
13-2831500
City
HOPATCONG, NJ
Phone
(201) 963-9600
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
DAVID A GERSON CPA & ASSOCIATES PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BASIL CASTROVINCI ASSOCIATES INC | 13-2831500 | HOPATCONG, NJ | NONE | $186K | — |
| BOYD WATTERSON GSA FUND LP | 45-2061717 | CLEVELAND, OH | NONE | $111K | — |
| ULLICO INFRASTRUCTURE FUND | 90-0622302 | SILVER SPRING, MD | NONE | $83K | — |
| CRESCENT CAPITAL | 45-5287411 | LOS ANGELES, CA | NONE | $81K | — |
| DAVID A GERSON CPA & ASSOCIATES, PC | 22-3163246 | ROCHELLE PARK, NJ | NONE | $54K | — |
| IRONSIDES CO-INVESTMENT FUND VI | 86-1418049 | ANDOVER, MA | NONE | $49K | — |
| COLUMBIA THREADNEEDLE | 35-2616036 | CHICAGO, IL | NONE | $43K | — |
| GROSVENOR CAPITAL MANAGEMENT | 30-1013018 | NEW YORK, NY | NONE | $37K | — |
| IRONSIDES PARTNERSHIP FUND VI | 86-1396517 | ANDOVER, MA | NONE | $36K | — |
| PRUDENTIAL RETIREMENT IAC | 06-1050034 | NEW YORK, NY | NONE | $29K | — |
| LOOMIS SAYLES TRUST CO | 20-8080381 | BOSTON, MA | NONE | $23K | — |
| REYNOLDS CONSULTING | 20-1899564 | JERICHO, NY | NONE | $20K | — |
| AMALGAMATED BANK TRUST DEPT | 13-4920330 | NEW YORK, NY | NONE | $18K | — |
| IRONSIDES OPPORTUNITES FUND II | 86-1449418 | ANDOVER, MA | NONE | $16K | — |
| TIMOTHY R HOTT, PC | 22-3724341 | RIDGEFIELD PARK, NJ | NONE | $16K | — |
| LINDABURY,MCCORMACK & ESTABROOK | 22-1943351 | WESTFIELD, NJ | NONE | $9K | — |
Investments
97 direct securities · 7 pooled funds· $168.7M(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
$85.4M
97 holdings
Common Collective Trust
$76.2M
6 holdings
Pooled Separate Account
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LONGVIEW LARGE CAP 500 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 001 | Common Collective Trust | — | $10.1M | $25.3M | 15.2% | |
| LONGVIEW LARGE CAP 1000 GROWTH INDE AMALGAMATED BANK · EIN 13-4920330 / PN 002 | Common Collective Trust | — | $3.9M | $21.3M | 12.8% | |
| Empower PRIAC - GDA* / | — | — | $18.3M | $18.3M | 11.0% | |
| LONGVIEW LARGE CAP 1000 VALUE INDEX AMALGAMATED BANK · EIN 13-4920330 / PN 002 | Common Collective Trust | — | $4.7M | $13.2M | 7.9% | |
| LONGVIEW MID-CAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 002 | Common Collective Trust | — | $3.4M | $9.3M | 5.6% | |
| Amalgamated Dryfus Cash Management | — | — | $9.0M | $9.0M | 5.4% | |
| Boyd Watterson GSA Fund (LP) | — | — | $7.5M | $8.6M | 5.1% | |
| Colombia Threadneedle Limited Liability Corp | — | — | $3.4M | $8.1M | 4.8% | |
| CORE PLUS FULL DISCRETION TRUST LOOMIS SAYLES TRUST CO · EIN 20-8080381 / PN 022 | Common Collective Trust | — | $5.2M | $7.1M | 4.2% | |
| US PROPERTY SEPARATE ACCOUNT PRINCIPAL FINANCIAL GROUP · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $1.6M | $7.1M | 4.2% | |
| Corry Capital CCA Black | — | — | $6.1M | $6.5M | 3.9% | |
| Ullico Infrastructure Fund (P) | — | — | $4.1M | $5.3M | 3.2% | |
| Crescent Capital High Income Fund B | — | — | $4.8M | $4.7M | 2.8% | |
| Grosvenor Labor Impact Feeder Fund | — | — | $3.0M | $3.9M | 2.3% | |
| Empower SAGIC Diversified Bond - GIA *** | — | — | — | $3.4M | 2.0% | |
| Ironsides Co-Investment Fund | — | — | $2.7M | $3.0M | 1.8% | |
| Crescent Capital Trust II | — | — | $3.0M | $2.8M | 1.7% | |
| Ironsides Partnership Fund | — | — | $1.5M | $1.9M | 1.1% | |
| Corry Capital CCA Black B | — | — | $1.3M | $1.2M | 0.7% | |
| F & G Mechanical, Secaucus, NJ | — | — | — | $1.0M | 0.6% | |
| Ironsides Opportunities Fund | — | — | $598K | $617K | 0.4% | |
| Empower American Funds Growth Fund | — | — | — | $587K | 0.4% | |
| De Sesa Engineering Co Inc, Livingston, NJ | — | — | — | $452K | 0.3% | |
| Empower Vanguard Mid Cap Growth Index Fund | — | — | — | $398K | 0.2% | |
| Empower MM Midcap Growth | — | — | — | $387K | 0.2% | |
| Empower Eaton Vance Large-Cap Value Fund | — | — | — | $378K | 0.2% | |
| Post, Inc, Riverdale, NJ | — | — | — | $311K | 0.2% | |
| Armistead Mech Inc, Waldwick, NJ | — | — | — | $307K | 0.2% | |
| Empower T Rowe Price Retirement 2025 Fund | — | — | — | $306K | 0.2% | |
| Advanced Mechanical Corp, Passaic, NJ | — | — | — | $290K | 0.2% | |
| Empower Pimco Total Return | — | — | — | $284K | 0.2% | |
| Empower MM S&P 500 Index Fund | — | — | — | $265K | 0.2% | |
| Binsky & Snyder Inc, Piscataway, NJ | — | — | — | $187K | 0.1% | |
| Environ Climate Control, Wallington, NJ | — | — | — | $175K | 0.1% | |
| Empower Janus Henderson Mid Cap Value Fund | — | — | — | $173K | 0.1% | |
| Unitemp Mechanical Degrees LLC, Somerset, NJ | — | — | — | $165K | <0.1% | |
| Empower Artisan International | — | — | — | $160K | <0.1% | |
| Empower MM Diversified Bond Fund | — | — | — | $146K | <0.1% | |
| Empower Oakmark Equity & Income Fund | — | — | — | $135K | <0.1% | |
| Mid-Atlantic Mech Inc, Millstone, NJ | — | — | — | $126K | <0.1% | |
| C-K Control Temp Inc, Green Brook, NJ | — | — | — | $113K | <0.1% | |
| Empower Invesco Rising Dividends Fund | — | — | — | $104K | <0.1% | |
| Moore & Co Inc, Livingston, NJ | — | — | — | $103K | <0.1% | |
| Centralpack Engineering Corp, Hibernia, NJ | — | — | — | $102K | <0.1% | |
| Climate Pros LLC, Huntington Valley, PA | — | — | — | $100K | <0.1% | |
| Mechanical Assoc of NJ, Hawthorne, NJ | — | — | — | $78K | <0.1% | |
| Local 274, Parsippany, NJ | — | — | — | $76K | <0.1% | |
| Barham Group, LLC, Tinton Falls, NJ | — | — | — | $70K | <0.1% | |
| Empower T Rowe Price Retirement 2030 Fund | — | — | — | $64K | <0.1% | |
| Empower Baron Growth Fund | — | — | — | $60K | <0.1% | |
| Benmar Conditioning Corp, Clifton, NJ | — | — | — | $58K | <0.1% | |
| Epic Mechanical, Neptune, NJ | — | — | — | $56K | <0.1% | |
| Empower Royce Total Return Fund | — | — | — | $55K | <0.1% | |
| McCloskey Mechanical, Blackwood, NJ | — | — | — | $54K | <0.1% | |
| Empower Vanguard Mid Cap Index Fund | — | — | — | $51K | <0.1% | |
| Empower T Rowe Price Retirement Bal Fd | — | — | — | $50K | <0.1% | |
| Empower T Rowe Price Retirement 2035 Fund | — | — | — | $47K | <0.1% | |
| Amco Enterprises, Kenilworth, NJ | — | — | — | $44K | <0.1% | |
| Local 274 Education Fund, Parsippany, NJ | — | — | — | $41K | <0.1% | |
| Empower T Rowe Price Retirement 2020 Fund | — | — | — | $41K | <0.1% | |
| Pennetta Indus Automation, Little Ferry, NJ | — | — | — | $39K | <0.1% | |
| Industrial Cooling Corp, Metuchen, NJ | — | — | — | $39K | <0.1% | |
| Charles E. Jarrell Mechanical Contracting, Earth City, MO | — | — | — | $32K | <0.1% | |
| Preferred Mechanical Inc, Keyport, NJ | — | — | — | $30K | <0.1% | |
| Brooks Mechanical, Paterson, NJ | — | — | — | $28K | <0.1% | |
| L.S. Mechanical Corp, Carteret, NJ | — | — | — | $27K | <0.1% | |
| Iron Mountain Mechanical, Columbia, NJ | — | — | — | $26K | <0.1% | |
| Pevco Systems International, Baltimore, MD | — | — | — | $24K | <0.1% | |
| Empower Vanguard Growth Index Fund | — | — | — | $21K | <0.1% | |
| Franklin Lowe & Son, Bloomfield, NJ | — | — | — | $20K | <0.1% | |
| Envirocon LLC, Hackettstown, NJ | — | — | — | $20K | <0.1% | |
| Air System Maintenance Inc, Kenilworth, NJ | — | — | — | $20K | <0.1% | |
| Advanced Building Control, Pequannock, NJ | — | — | — | $19K | <0.1% | |
| Enviro Mechanical Tech, Clifton, NJ | — | — | — | $18K | <0.1% | |
| Fresh Meadows Mechanical Corp, Fresh Meadows, NY | — | — | — | $16K | <0.1% | |
| Postler & Jaeckle Corp, Rochester, NY | — | — | — | $16K | <0.1% | |
| LONGVIEW ULTRA CONSTRUCTION LOAN AMALGAMATED BANK · EIN 13-4920330 / PN 002 | Common Collective Trust | — | $46K | $15K | <0.1% | |
| Cfm/Vr Tesco LLC, Elgin, IL | — | — | — | $15K | <0.1% | |
| Omni Instrumentation, South Plainfield, NJ | — | — | — | $14K | <0.1% | |
| Timbil Mechanical, LLC, Boonton, NJ | — | — | — | $12K | <0.1% | |
| Local 469, Phoenix, AZ | — | — | — | $12K | <0.1% | |
| Tweet/Garot Mechanical Inc, Wisconsin Rapids, WI | — | — | — | $12K | <0.1% | |
| Galdi Mechanical Corp, Hawthorne, NJ | — | — | — | $12K | <0.1% | |
| Yetka Corporation, Shrewsbury, NJ | — | — | — | $11K | <0.1% | |
| Riggs Distler, Cherry Hill, NJ | — | — | — | $9K | <0.1% | |
| Hammond Contracting, Lebanon, NJ | — | — | — | $9K | <0.1% | |
| Buist Inc, Monmouth Junction, NJ | — | — | — | $8K | <0.1% | |
| KF Mechanical LLC, Fairfield, NJ | — | — | — | $8K | <0.1% | |
| AAA Refrigeration, North Arlington, NJ | — | — | — | $8K | <0.1% | |
| Lyons Ht Inc, Allentown, PA | — | — | — | $7K | <0.1% | |
| Siemens Industry Inc, Morristown, NJ | — | — | — | $7K | <0.1% | |
| Limbach Company Inc, Warington, PA | — | — | — | $6K | <0.1% | |
| TKA Construction, Elmwood Park, NJ | — | — | — | $6K | <0.1% | |
| Capital Refrigeration Inc, Hamilton, NJ | — | — | — | $4K | <0.1% | |
| Cooper Plumbing & Mechanical, Hamilton, NJ | — | — | — | $4K | <0.1% | |
| Southland Industries, Inc., Garden Grove, CA | — | — | — | $4K | <0.1% | |
| Zelka Hvac Maintenance Solutions, Inc., Island Park, NY | — | — | — | $3K | <0.1% | |
| Pipe Craft Inc, Belle Mead, NJ | — | — | — | $3K | <0.1% | |
| Hutchins HVAC, Union Beach, NJ | — | — | — | $3K | <0.1% | |
| Unity Electric, East Rutherford, NJ | — | — | — | $3K | <0.1% | |
| Ramont Country Side, Hillsdale, NJ | — | — | — | $2K | <0.1% | |
| Empower Holding Account | — | — | — | $2K | <0.1% | |
| VNL, Inc., Whitehouse Station, NJ | — | — | — | $1K | <0.1% | |
| Elliott Lewis Corp, Whippany, NJ | — | — | — | $1K | <0.1% |