Back to filter
Original filing (PDF)20260311160024NAL0005355601001
TRUSTEES OF PLUMBERS LOCAL #210 RETIREMENT FUND
Form 5500
FILING_RECEIVED
PLUMBERS LOCAL #210 RETIREMENT FUND
Defined-contribution retirement plan
Signals · 3
85% in single holdingNo recordkeeper disclosed10 service providers
Active participants
397
Accounts w/ balance
421
Plan assets (EOY)
$91.2M
Net assets (EOY)
$91.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: BNYM MELLON AFL-CIO SL BRD MKT SIF (no filing on disk)]" is 85% of plan.
- 25 bps in Schedule C fees — 57% 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 TRUSTEES OF PLUMBERS LOCAL #210 RETIREMENT FUND.
Plan sponsor
Name
TRUSTEES OF PLUMBERS LOCAL #210 RETIREMENT FUND
EIN
32-0100178
Address
2901 E. 83RD PLACE · MERRILLVILLE, IN · 46410
Phone
(219) 942-7224
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $50K | — |
| MILLIMAN INC. | 91-0675641 | — | NONE | $28K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $24K | — |
| J. DAVIDSON | 32-0047529 | — | EMPLOYEE | $24K | — |
| JOHNSON & KROL, LLC | 36-4342024 | — | NONE | $23K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | — | NONE | $23K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $22K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $21K | — |
| ASB CAPITAL MANAGEMENT | 80-0618452 | — | NONE | $7K | — |
| ASCENSUS, INC. | 11-3665754 | — | NONE | $6K | — |
Investments
3 pooled funds· $43.0M(47% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM MELLON AFL-CIO SL BRD MKT SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | — | — | $36.6M | 40.1% | |
| MULTI-EMPLOYER TRUST COMPANY NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.9% | |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $2.8M | 3.1% |