Back to filter
Original filing (PDF)20251013211207NAL0000944531001
WISCONSIN PIPE TRADES 401(K) PLAN
Form 5500
FILING_RECEIVED
WISCONSIN PIPE TRADES 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
3,238
Accounts w/ balance
3,409
Plan assets (EOY)
$202.4M
Net assets (EOY)
$198.0M
How this plan invests
This plan
23 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCONSIN PIPE TRADES 401(K) PLAN.
Plan sponsor
Name
WISCONSIN PIPE TRADES 401(K) PLAN
EIN
39-1712807
Address
11270 W. PARK PLACE, SUITE 950 · MILWAUKEE, WI · 532243632
Phone
(414) 577-3700
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IL | NONE | $65K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $59K | — |
| REINHART BOERNER VAN DEUREN S.C. | 39-1126909 | — | NONE | $49K | — |
| BENESYS, INC. | 39-1400101 | — | NONE | $31K | — |
| SIKICH CPA LLC | 54-1172176 | — | NONE | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $6K | — |
Investments
5 direct securities · 23 pooled funds· $200.2M(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.
Common Collective Trust
$103.5M
8 holdings
Pooled Separate Account
$81.0M
15 holdings
Uncategorized
$13.4M
4 holdings
Mutual Funds
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDX SL CL II STATE ST GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $33.2M | 16.4% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $28.7M | 14.2% | |
| STATE ST RUSSELL SMALL/MID IDX SL STATE ST GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $27.7M | 13.7% | |
| T. ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $13.3M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $10.0M | 5.0% | |
| T. ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $9.7M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $9.4M | 4.7% | |
| Fully Benefit-Responsive Investment Contract Empower Annuity Insurance Company Guaranteed Income Fund | — | — | — | $9.0M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $6.9M | 3.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL GROUP · EIN 06-1050034 / PN 001 | Pooled Separate Account | — | — | $6.0M | 3.0% | |
| PIMCO RAE US CIT FOUNDERS GREAT GRAY · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $5.9M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $5.7M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2065 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $5.5M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $5.1M | 2.5% | |
| Interest Bearing Cash * Old National Bank | — | — | — | $4.3M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $4.0M | 2.0% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $3.6M | 1.8% | |
| AMCENTURY SMALL CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $3.1M | 1.5% | |
| CONESTOGA SMALL CAP GROWTH CLLCTV A COMERICA BANK · EIN 22-3865089 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.2% | |
| and Money Market Mutual Fund Baird Core Plus Bond Fund | Mutual Funds | — | — | $2.3M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.7M | 0.8% | |
| STATE ST GBL ALLCP EQ EX-US IDX STATE ST GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $376K | 0.2% | |
| COHEN & STEERS U.S. REALTY FUND COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $311K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $236K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2005 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $169K | <0.1% | |
| Dreyfus Government Cash Management | — | — | — | $50K | <0.1% | |
| Cash Uninvested Cash | — | — | — | $31K | <0.1% |