Original filing (PDF)20251013143009NAL0000711843004

JOINT BOARD OF TRUSTEE PLUMBERS 98 DEFINED CONTRIBUTION PENSION PLAN

Name: JOINT BOARD OF TRUSTEE PLUMBERS 98 DEFINED CONTRIBUTION PENSION PLAN — PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN, Form 5500 (2024)
Creator: JOINT BOARD OF TRUSTEE PLUMBERS 98 DEFINED CONTRIBUTION PENSION PLAN

Form 5500

FILING_RECEIVED

PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN

401(k) retirement plan

Signals · 2

27% in single holdingNo recordkeeper disclosed

Active participants

907

Accounts w/ balance

1,648

Plan assets (EOY)

$83.9M

Net assets (EOY)

$83.9M

How this plan invests

This plan

1 pooled trust

Schedule D

12 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEE PLUMBERS 98 DEFINED CONTRIBUTION PENSION PLAN.

Plan sponsor

Name

JOINT BOARD OF TRUSTEE PLUMBERS 98 DEFINED CONTRIBUTION PENSION PLAN

EIN

38-3155388

Address

700 TOWER DRIVE · SUITE 300 · TROY, MI · 48098

Phone

(248) 813-9800

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

BENESYS, INC.

EIN

38-2383171

City

TROY, MI

Phone

(248) 813-9800

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

BULTYNCK & CO., P.L.L.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENESYS, INC.	38-2383171	TROY, MI	NONE	$115K	—
MERRILL LYNCH	13-2740599	NEW YORK, NY	NONE	$50K	—
ASHER KELLY LAW	84-3379113	SOUTHFIELD, MI	NONE	$20K	—
AMERICAN GRAPHICS PRINTING CO	38-2090031	CLINTON TOWNSHIP, MI	NONE	$18K	—
BULTYNCK & CO., PLLC	20-3920878	CLINTON TOWNSHIP, MI	NONE	$15K	—

Investments

12 direct securities · 1 pooled fund· $12.8M(15% 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.

Common Collective Trust

$6.4M

1 holding

Uncategorized

$6.4M

12 holdings