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Original filing (PDF)20250812075006NAL0017793762001
BOARD OF TRUSTEES PLUMBERS PIPE PROFIT SHARING ANNUITY PLAN
Form 5500
FILING_RECEIVED
PLUMBERS PIPEFITTERS LOCAL NO 776 PROFIT SHARING ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
377
Accounts w/ balance
2,199
Plan assets (EOY)
$55.8M
Net assets (EOY)
$55.7M
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
- 47 bps in Schedule C fees — 194% above peer band of 16 bps.
- 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 BOARD OF TRUSTEES PLUMBERS PIPE PROFIT SHARING ANNUITY PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES PLUMBERS PIPE PROFIT SHARING ANNUITY PLAN
EIN
34-1719466
Address
P.O. BOX 1330 · HOLLAND, OH · 43528
Phone
(419) 248-2401
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-12
Pension benefit codes
2E · Profit-sharing
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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $131K | — |
| NORTHWESTERN OHIO ADMINISTRATORS | 34-1337680 | — | NONE | $70K | — |
| ALLOTTA FARLEY LLP | 34-1316963 | — | NONE | $19K | — |
| ANDCO | 59-3676225 | — | NONE | $15K | — |
| MARINER INSTITUTIONAL LLC | 26-2766689 | — | NONE | $15K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $13K | — |
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.
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