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Original filing (PDF)20250122091506NAL0008652546001
TRUSTEES OF THE UPPER PENINSULA PLUMBERS AND PIPEFITTERS DEFINED
Form 5500
FILING_RECEIVED
UPPER PENINSULA PLUMBERS PIPEFITTERS DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
463
Accounts w/ balance
418
Plan assets (EOY)
$23.9M
Net assets (EOY)
$23.8M
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)
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
- 61 bps in Schedule C fees — 110% above peer band of 29 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 TRUSTEES OF THE UPPER PENINSULA PLUMBERS AND PIPEFITTERS DEFINED.
Plan sponsor
Name
TRUSTEES OF THE UPPER PENINSULA PLUMBERS AND PIPEFITTERS DEFINED
DBA
CONTRIBUTION PLAN
EIN
38-3296005
Address
5200 W. LOOMIS ROAD · GREENDALE, WI · 53129
Phone
(414) 777-7203
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BENDA, GRACE, STULZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $55K | — |
| NOVARA TESIJA, PLLC | 38-2823147 | — | NONE | $43K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $24K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $12K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $11K | — |
Investments
1 pooled fund· $1.6M(7% 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 |
|---|---|---|---|
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | $1.6M | 6.8% |
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