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Original filing (PDF)20251231101301NAL0011079203001
PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN
Form 5500
FILING_RECEIVED
PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN
Defined-contribution retirement plan
Signals · 1
6 service providers
Active participants
1,509
Accounts w/ balance
1,621
Plan assets (EOY)
$301.8M
Net assets (EOY)
$301.4M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN.
Plan sponsor
Name
PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN
EIN
43-6175719
Address
8600 HILLCREST ROAD · SUITE A · KANSAS CITY, MO · 64138
Phone
(816) 361-0206
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
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 | $79K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLAKE & UHLIG, P.A. | 48-0918231 | — | NONE | $83K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS LL | 83-2454243 | — | NONE | $41K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $40K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $29K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $9K | — |
Investments
24 direct securities · 1 pooled fund· $300.0M(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.
Uncategorized
$293.6M
24 holdings
Common Collective Trust
$6.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mainstay Winslow Large Cap Growth R1 | — | — | — | $44.4M | 14.7% | |
| MFS Value R3 | — | — | — | $38.7M | 12.8% | |
| Fidelity 500 Index | — | — | — | $30.7M | 10.2% | |
| American Funds American Funds EuroPacific Growth R4 | — | — | — | $28.4M | 9.4% | |
| Baron Asset Retail | — | — | — | $20.6M | 6.8% | |
| American Funds American Funds 2035 Target Date Retire R6 | — | — | — | $17.6M | 5.8% | |
| MFS Mid Cap Value R3 | — | — | — | $14.3M | 4.7% | |
| Transamerica Capital, Inc. Transamerica Core Bond R4 | — | — | — | $13.5M | 4.5% | |
| American Funds American Funds 2030 Target Date Retire R6 | — | — | — | $11.3M | 3.7% | |
| American Funds American Funds 2045 Target Date Retire R6 | — | — | — | $11.1M | 3.7% | |
| Vanguard Explorer Adm | — | — | — | $10.5M | 3.5% | |
| American Funds American Funds 2040 Target Date Retire R6 | — | — | — | $9.9M | 3.3% | |
| Fidelity International Index | — | — | — | $9.3M | 3.1% | |
| Columbia Small Cap Value II S | — | — | — | $8.9M | 3.0% | |
| TRANSAMERICA RETIREMENT SOLUTIONS C TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $6.5M | 2.1% | |
| Transamerica Capital, Inc. Transamerica Government Money Market R4 | — | — | — | $4.5M | 1.5% | |
| American Funds American Funds 2025 Target Date Retire R6 | — | — | — | $4.1M | 1.4% | |
| Fidelity Small Cap Index | — | — | — | $3.1M | 1.0% | |
| Fidelity Mid Cap Index | — | — | — | $3.0M | 1.0% | |
| American Funds American Funds 2055 Target Date Retire R6 | — | — | — | $2.5M | 0.8% | |
| American Funds American Funds 2050 Target Date Retire R6 | — | — | — | $2.4M | 0.8% | |
| American Funds American Funds 2020 Target Date Retire R6 | — | — | — | $2.1M | 0.7% | |
| American Funds American Funds 2060 Target Date Retire R6 | — | — | — | $2.0M | 0.7% | |
| American Funds American Funds 2065 Target Date Retire R6 | — | — | — | $687K | 0.2% | |
| American Funds American Funds 2010 Target Date Retire R6 | — | — | — | $1K | <0.1% |