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Original filing (PDF)20251001102201NAL0005872723001
PLUMBERS AND PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Signals · 3
26% in single holdingNo recordkeeper disclosed6 service providers
Active participants
895
Accounts w/ balance
968
Plan assets (EOY)
$60.9M
Net assets (EOY)
$60.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MassMutual Blue Chip Growth I" is 26% of plan.
- 25 bps in Schedule C fees — 54% 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 162 RETIREMENT SAVINGS PLAN.
Plan sponsor
Name
PLUMBERS AND PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN
EIN
31-1387429
Address
1200 E. SECOND STREET · DAYTON, OH · 454031019
Phone
(937) 461-5652
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE OF AMERIC | — | GREENWOOD VILLAGE, CO | NONE | $51K | — |
| UMR | 39-1995276 | — | NONE | $31K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $24K | — |
| STRATEGIC CAPITAL INVESTMENT | — | LOMARD, IL | NONE | $24K | — |
| LEDBETTER & PARISI, LLC | 03-0599899 | — | NONE | $11K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $9K | — |
Investments
9 direct securities · 14 pooled funds· $59.7M(98% 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
$40.1M
9 holdings
Pooled Separate Account
$19.6M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual Blue Chip Growth I | — | — | — | $15.6M | 25.7% | |
| SAGIC Core Bond I | — | — | — | $5.8M | 9.5% | |
| MFS Mid Cap Value R6 | — | — | — | $5.1M | 8.3% | |
| Fidelity 500 Index | — | — | — | $4.2M | 6.9% | |
| Fidelity Low-Priced Stock K6 | — | — | — | $4.2M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.5M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $3.1M | 5.0% | |
| T. ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.8M | 4.6% | |
| T. ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.5M | 4.0% | |
| T. ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.4M | 3.9% | |
| Fidelity Total Bond K6 | — | — | — | $2.3M | 3.7% | |
| Fidelity Extended Market Index | — | — | — | $1.6M | 2.6% | |
| T. Rowe Price Large Cap Value | — | — | — | $1.4M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.2M | 2.0% | |
| T. ROWER PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $938K | 1.5% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL GROUP · EIN 95-6597294 / PN 661 | Pooled Separate Account | — | — | $737K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $725K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2065 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $394K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $217K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $68K | 0.1% | |
| MassMutual US Government Money Market | — | — | — | $53K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $33K | <0.1% |