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Original filing (PDF)20251013100012NAL0000450275007
PLUMBERS & STEAMFITTERS LOCAL 434 LOCAL 434
Form 5500
FILING_RECEIVED
PLUMBERS & STEAMFITTERS LOCAL 434 AND MCA SUPPLEMENTAL 401K
401(k) retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed8 service providers
Active participants
1,748
Accounts w/ balance
1,275
Plan assets (EOY)
$115.4M
Net assets (EOY)
$115.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)]" is 100% of plan.
- 22 bps in Schedule C fees — 116% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS & STEAMFITTERS LOCAL 434 LOCAL 434.
Plan sponsor
Name
PLUMBERS & STEAMFITTERS LOCAL 434 LOCAL 434
EIN
39-1905166
Address
912 NORTH VIEW DRIVE · MOSINEE, WI · 54455
Phone
(715) 692-4341
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
WILSON-MCSHANE CORPORATION
EIN
41-0956552
City
BLOOMINGTON, MN
Phone
(952) 854-0795
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
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAUMAN ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $108K | — |
| REINHART, BOERNER, VAN DUREN | 39-1126909 | — | NONE | $42K | — |
| HIGHCROFT INVESTMENT ADVISORS, LLC | 04-3046611 | — | NONE | $35K | — |
| MATRIX TRUST COMPANY | 75-3182674 | DENVER, CO | NONE | $25K | — |
| BAUMAN ASSOCIATES | 39-1277627 | — | NONE | $15K | — |
| WILSON-MCSHANE | 41-0956552 | — | NONE | $14K | — |
| COMBINED CRAFTS | 39-1400101 | — | NONE | $5K | — |
| FR SECURE LLC | — | EDINA, MN | NONE | $5K | — |
Investments
1 pooled fund· $36.7M(32% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE TRUST COMPANY STABLE VALUE RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $36.7M | 31.8% |