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Original filing (PDF)20250408162702NAL0011344035003
PLUMBERS AND STEAMFITTERS LOCAL 521 ANNUITY FUND
Form 5500
FILING_RECEIVED
PLUMBERS AND STEAMFITTERS LOCAL 521 ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
~101 bps in Sched C feesNo recordkeeper disclosed
Active participants
145
Accounts w/ balance
442
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 101 bps in Schedule C fees — 247% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS AND STEAMFITTERS LOCAL 521 ANNUITY FUND.
Plan sponsor
Name
PLUMBERS AND STEAMFITTERS LOCAL 521 ANNUITY FUND
EIN
26-1357595
Address
9200 U S ROUTE 60 · ONA, WV · 255459507
Phone
(304) 525-0331
Industry
Finance & Insurancesee all
Plan administrator
Name
KIMBERLY WOOD
EIN
26-1357595
City
ONA, WV
Phone
(304) 525-0331
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
HARRIS, HARDIN & COMPANY, A.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEOPLES BANK | 31-1278433 | MARIETTA, OH | NONE | $81K | — |
| STANDARD VALUATIONS | 41-1329739 | ST. PAUL, MN | NONE | $12K | — |
| HARRIS, HARDIN & COMPANY, A.C. | 55-0756523 | HUNTINGTON, WV | NONE | $11K | — |
| AMERICAN BENEFIT CORPORATION | 55-0672859 | ONA, WV | NONE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.