Original filing (PDF)20260213173139NAL0001976290002

BD OF TEES OF PLUMB LU 690 SCHOL FD

Name: BD OF TEES OF PLUMB LU 690 SCHOL FD — PLUMBERS LU NO. 690 SCHOLARSHIP FUND, Form 5500 (2024)
Creator: BD OF TEES OF PLUMB LU 690 SCHOL FD

Form 5500

FILING_RECEIVED

PLUMBERS LU NO. 690 SCHOLARSHIP FUND

Health & welfare plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

317

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TEES OF PLUMB LU 690 SCHOL FD.

Plan sponsor

Name

BD OF TEES OF PLUMB LU 690 SCHOL FD

EIN

41-2064526

Address

2791 SOUTHAMPTON ROAD · PHILADELPHIA, PA · 191541296

Phone

(215) 677-6900

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-13

Welfare benefit codes

4K · Scholarship (Funded)

Audit & trust (Schedule H)

Auditor

DANIEL A. WINTERS & COMPANY, CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $254K(21% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES	—	—	$246K	$254K	21.1%

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