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Original filing (PDF)20260131113007NAL0006266913001
PLUMBERS & PIPEFITTERS LOCAL 94
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LOCAL 94 RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
701
Accounts w/ balance
752
Plan assets (EOY)
$85.3M
Net assets (EOY)
$85.3M
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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 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 & PIPEFITTERS LOCAL 94.
Plan sponsor
Name
PLUMBERS & PIPEFITTERS LOCAL 94
EIN
34-1324020
Address
3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406
Phone
(330) 270-0453
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-31
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RTRMT PLAN SERVICES | — | WESTWOOD, MA | INVESTMENT CUSTODIAN | $72K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER INSTITUTIONAL LLC | — | WINTER PARK, FL | INVESTMENT CONSULTANT | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $12K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALA & PIATT, LLC | — | NORTH CANTON, OH | ATTORNEY | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLUMBERS & PIPEFITTERS 94 COMBINED | 27-2373591 | — | COLLECTION FUND | $7K | — |
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.
