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Original filing (PDF)20260120081802NAL0001229267001
PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN
Form 5500
FILING_RECEIVED
PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,522
Accounts w/ balance
1,595
Plan assets (EOY)
$74.9M
Net assets (EOY)
$74.8M
How this plan invests
This plan
18 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
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN.
Plan sponsor
Name
PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN
EIN
31-1219497
Address
60 BLVD. OF THE ALLIES, FIFTH FLOOR · PITTSBURGH, PA · 15222
Phone
(412) 431-4710
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-01-20
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
PACKER THOMAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | WESTWOOD, MA | N/A | $45K | — |
| MARINER INSTITUTIONAL, LLC | — | PITTSBURGH, PA | N/A | $32K | — |
| PACKER THOMAS | — | CANFIELD, OH | N/A | $29K | — |
| CENTRAL DATA SERVICES | 25-1352803 | HARMONY, PA | N/A | $27K | — |
| FAULKNER, HOFFMAN & PHILLIPS, LLC | 45-1540483 | CLEVELAND, OH | N/A | $24K | — |
Investments
18 direct securities· $74.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Trust Company American Funds Target Date 2040 Retirement Fund | — | — | — | $12.1M | 16.2% | |
| John Hancock Trust Company American Funds Target Date 2035 Retirement Fund | — | — | — | $12.1M | 16.2% | |
| John Hancock Trust Company American Funds Target Date 2050 Retirement Fund | — | — | — | $9.8M | 13.1% | |
| John Hancock Trust Company American Funds Target Date 2045 Retirement Fund | — | — | — | $9.2M | 12.3% | |
| John Hancock Trust Company American Funds Target Date 2060 Retirement Fund | — | — | — | $6.9M | 9.2% | |
| John Hancock Trust Company American Funds Target Date 2030 Retirement Fund | — | — | — | $6.9M | 9.2% | |
| John Hancock Trust Company American Funds Target Date 2025 Retirement Fund | — | — | — | $4.6M | 6.2% | |
| John Hancock Trust Company American Funds Target Date 2055 Retirement Fund | — | — | — | $3.1M | 4.2% | |
| John Hancock Trust Company American Funds Target Date 2020 Retirement Fund | — | — | — | $2.4M | 3.3% | |
| John Hancock Trust Company American Funds Target Date 2065 Retirement Fund | — | — | — | $2.1M | 2.8% | |
| John Hancock Trust Company John Hancock Stable Value Fund | — | — | — | $1.6M | 2.1% | |
| John Hancock Trust Company Fidelity 500 Index Fund | — | — | — | $1.0M | 1.4% | |
| John Hancock Trust Company American Funds Target Date 2015 Retirement Fund | — | — | — | $698K | 0.9% | |
| John Hancock Trust Company American Funds Target Date 2010 Retirement Fund | — | — | — | $311K | 0.4% | |
| John Hancock Trust Company EuroPacific Growth Fund | — | — | — | $301K | 0.4% | |
| John Hancock Trust Company Fidelity Mid Cap Index Fund | — | — | — | $283K | 0.4% | |
| John Hancock Trust Company Macquarie Small Cap Core | — | — | — | $229K | 0.3% | |
| John Hancock Trust Company Baird Aggregate Bond Fund | — | — | — | $191K | 0.3% |