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Original filing (PDF)20251014183907NAL0004732592001
THE PIPE LINE DEVELOPMENT COMPANY
Form 5500
FILING_RECEIVED
THE PIPE LINE DEVELOPMENT COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
107
Accounts w/ balance
142
Plan assets (EOY)
$26.5M
Net assets (EOY)
$26.5M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PIPE LINE DEVELOPMENT COMPANY.
Plan sponsor
Name
THE PIPE LINE DEVELOPMENT COMPANY
EIN
34-0805493
Address
11792 ALAMEDA · STRONGSVILLE, OH · 44149
Phone
(440) 871-5700
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HPM PARTNERS LLC | — | DETROIT, MI | INVESTMENT ADVISOR | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI, LLC | — | WOODLANDS, TX | THIRD PARTY ADMINISTRATO | $4K | — |
Investments
23 direct securities · 1 pooled fund· $25.4M(96% 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
$25.4M
23 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Fundamental Investor Fund | — | — | — | $2.6M | 9.7% | |
| Fund American Funds American Funds Target Date Retirement 2045 | — | — | — | $2.5M | 9.6% | |
| Dodge and Cox Dodge and Cox Income Fund | — | — | — | $2.3M | 8.5% | |
| Fund American Funds American Funds Target Date Retirement 2050 | — | — | — | $2.2M | 8.3% | |
| Fund American Funds American Funds Target Date Retirement 2055 | — | — | — | $2.1M | 8.1% | |
| American Funds American Funds Income Fund of America Fund | — | — | — | $1.8M | 6.8% | |
| American Funds American Funds Growth Fund of America Fund | — | — | — | $1.7M | 6.2% | |
| Fund American Funds American Funds Target Date Retirement 2035 | — | — | — | $1.6M | 5.9% | |
| Fund American Funds American Funds Target Date Retirement 2040 | — | — | — | $1.5M | 5.6% | |
| American Funds American Funds New Perspective Fund | — | — | — | $1.3M | 4.8% | |
| Fund American Funds American Funds Target Date Retirement 2030 | — | — | — | $1.1M | 4.2% | |
| Met Life Trust Company Stable Value Fund | — | — | — | $1.0M | 4.0% | |
| Fund American Funds American Funds Target Date Retirement 2025 | — | — | — | $836K | 3.2% | |
| Fund American Funds American Funds Washington Mutual Fund | — | — | — | $761K | 2.9% | |
| American Funds American Funds Small Cap World Fund | — | — | — | $679K | 2.6% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $468K | 1.8% | |
| Notes Receivable from Interest rates range from 4.25% to 9.50% with - | — | — | — | $339K | 1.3% | |
| Vanguard 500 Index Adm | — | — | — | $226K | 0.9% | |
| Vanguard Emerging Markets Stock Index Adm ** 929 Vanguard Small-Cap Index Fund | — | — | — | $132K | 0.5% | |
| Fund American Funds American Funds Target Date Retirement 2060 | — | — | — | $118K | 0.4% | |
| Fund American Funds American Funds Target Date Retirement 2020 | — | — | — | $111K | 0.4% | |
| Fund American Funds American Funds Target Date Retirement 2015 | — | — | — | $58K | 0.2% | |
| American Funds American Funds Target Date Retirement 2010 | — | — | — | $3K | <0.1% | |
| METLIFE GAC - 25053 CLASS 0 METLIFE INSURANCE COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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