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Original filing (PDF)20250514153813NAL0019224145001
TRUSTEES FLINT DEFINED CONTRIB FUND
Form 5500
FILING_RECEIVED
FLINT PLUMBING DEFINED CONTRIBUTION FUND
401(k) retirement plan
Signals · 1
6 service providers
Active participants
568
Accounts w/ balance
590
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
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)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 92% above peer band of 29 bps.
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 FLINT DEFINED CONTRIB FUND.
Plan sponsor
Name
TRUSTEES FLINT DEFINED CONTRIB FUND
EIN
38-6254230
Address
6525 CENTURION DRIVE · LANSING, MI · 489179275
Phone
(517) 321-7502
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WRUBEL WESLEY AND COMPANY CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $64K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIC INTERNATIONAL CORPORATION | 13-3689044 | — | NONE | $26K | — |
| MERRILL LYNCH | — | NEW YORK, NY | NONE | $21K | — |
| ASHER KELLY | — | SOUTHFIELD, MI | NONE | $10K | — |
| WRUBEL WESLEY AND COMPANY C.P.A.'S | 38-2574238 | — | NONE | $8K | — |
Investments
1 pooled fund· $151K(1% 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 |
|---|---|---|---|
| COMMON COLLECTIVE TRUST FUNDS TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION · EIN 04-6784256 / PN 001 | Common Collective Trust | $151K | 0.7% |
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