Original filing (PDF)20251014110009NAL0001255027009

PLUMBERS LOCAL 8 DC PLAN

Name: PLUMBERS LOCAL 8 DC PLAN — PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: PLUMBERS LOCAL 8 DC PLAN

Form 5500

FILING_RECEIVED

PLUMBERS & GASFITTERS LOCAL UNION NO. 8 DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Active participants

996

Accounts w/ balance

982

Plan assets (EOY)

$52.6M

Net assets (EOY)

$52.6M

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)

/ 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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS LOCAL 8 DC PLAN.

Plan sponsor

Name

PLUMBERS LOCAL 8 DC PLAN

EIN

43-1869060

Address

5950 MANCHESTER TRFY SUITE 1 · KANSAS CITY, MO · 64130

Phone

(816) 361-0666

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

DANIELLE WILEY

EIN

43-1557543

City

KANSAS CITY, MO

Phone

(816) 361-0666

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

NOVAK BIRKS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL	—	DES MOINES, IA	RECORDKEEPER	$97K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC CAPITAL	—	LOMBARD, IL	INVESTMENT ADVISOR	$22K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $919K(2% 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.