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Original filing (PDF)20250627084809NAL0005413219001
MONROE PLUMBERS & PIPEFITTERS LOCAL 671
Form 5500
FILING_RECEIVED
MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
6 service providers
Active participants
301
Accounts w/ balance
378
Plan assets (EOY)
$60.9M
Net assets (EOY)
$60.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — 123% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONROE PLUMBERS & PIPEFITTERS LOCAL 671.
Plan sponsor
Name
MONROE PLUMBERS & PIPEFITTERS LOCAL 671
EIN
38-6082588
Address
6525 CENTURION DR · LANSING, MI · 48917
Phone
(517) 321-7502
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TITUS & URBANSKI, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $71K | — |
| TIC INTERNATIONAL CORPORATION | — | LANSING, MI | RECORD KEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | NEW YORK, NY | INVESTMENT ADVISOR | $60K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TITUS & URBANSKI, INC. | 34-1695540 | — | AUDITOR | $13K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVARA, TESIJA, PLLC | — | SOUTH FIELD, MI | LEGAL | $55K | — |
Investments
30 direct securities · 1 pooled fund· $60.3M(99% 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.
Uncategorized
$58.7M
30 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Janus Henderson Balanced T | — | — | — | $6.8M | 11.1% | |
| JPMorgan Gr Advantage R6 | — | — | — | $5.1M | 8.3% | |
| Fidelity 500 Index | — | — | — | $4.5M | 7.4% | |
| Doubleline Core Fixed Inc I | — | — | — | $3.4M | 5.5% | |
| American Funds American Funds 2025 Trgt Dt Ret R5E | — | — | — | $3.2M | 5.2% | |
| American Funds American Funds 2045 Trgt Dt Ret R5E | — | — | — | $3.0M | 5.0% | |
| Putnam Lg Cap Val Y | — | — | — | $3.0M | 4.9% | |
| American Funds American Funds 2035 Trgt Dt Ret R5E | — | — | — | $2.9M | 4.7% | |
| American Funds American Funds 2030 Trgt Dt Ret R5E | — | — | — | $2.8M | 4.6% | |
| American Funds American Funds New World R6 | — | — | — | $2.2M | 3.6% | |
| Blackrock Mid-Cap Val Instl | — | — | — | $2.2M | 3.5% | |
| American Funds American Funds 2040 Trgt Dt Ret R5E | — | — | — | $2.1M | 3.5% | |
| MFS Intl Diversification R3 | — | — | — | $2.1M | 3.5% | |
| JPMorgan Mid Cap Gr R5 | — | — | — | $2.1M | 3.4% | |
| Lord Abbett Lord Abbett Short Duration Inc R5 | — | — | — | $1.9M | 3.1% | |
| American Funds American Funds 2020 Trgt Dt Ret R5E | — | — | — | $1.8M | 3.0% | |
| MORLEY STABLE VALUE 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| Vanguard Federal Money Market | — | — | — | $1.5M | 2.5% | |
| Fidelity Small Cap Index | — | — | — | $1.4M | 2.3% | |
| American Funds American Funds 2060 Trgt Dt Ret R5E | — | — | — | $1.3M | 2.2% | |
| MFS Aggressive Gr Alloc R3 | — | — | — | $1.2M | 2.0% | |
| American Funds American Funds 2050 Trgt Dt Ret R5E | — | — | — | $1.1M | 1.8% | |
| American Funds American Funds 2055 Trgt Dt Ret R5E | — | — | — | $1.0M | 1.6% | |
| American Funds American Funds 2065 Trgt Dt Ret R5E | — | — | — | $747K | 1.2% | |
| American Funds American Funds 2010 Trgt Dt Ret R5E | — | — | — | $471K | 0.8% | |
| Vanguard Wellesley Inc Adm | — | — | — | $317K | 0.5% | |
| American Funds American Funds 2015 Trgt Dt Ret R5E | — | — | — | $219K | 0.4% | |
| Fidelity Mid Cap Index | — | — | — | $136K | 0.2% | |
| Transamerica Financial Life Ins. Co. Insurance Company/General Account | — | — | — | $123K | 0.2% | |
| Delaware Ivy Delaware Ivy Small Cap Gr A | — | — | — | $81K | 0.1% | |
| American Century American Century Small Cap Val R6 | — | — | — | $26K | <0.1% |
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