Original filing (PDF)20260113143008NAL0014265889001

PLUMBERS & PIPEFITTERS LOCAL 396 SECURITY PLAN BOARD OF TRUSTEES

Name: PLUMBERS & PIPEFITTERS LOCAL 396 SECURITY PLAN BOARD OF TRUSTEES — PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 396 SECURITY PLAN, Form 5500 (2024)
Creator: PLUMBERS & PIPEFITTERS LOCAL 396 SECURITY PLAN BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 396 SECURITY PLAN

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

628

Accounts w/ balance

647

Plan assets (EOY)

$30.9M

Net assets (EOY)

$30.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS & PIPEFITTERS LOCAL 396 SECURITY PLAN BOARD OF TRUSTEES.

Plan sponsor

Name

PLUMBERS & PIPEFITTERS LOCAL 396 SECURITY PLAN BOARD OF TRUSTEES

EIN

34-6638626

Address

3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406

Phone

(330) 270-0453

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

YURCHYK & DAVIS CPA'S, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN SERVIC	—	WESTWOOD, MA	INVESTMENT CUSTODIAN	$55K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	INVESTMENT CONSULTANT	$45K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $1.1M(4% 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.

Investment	Type	Current value	% of plan
PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125	Pooled Separate Account	$1.1M	3.6%

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