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Original filing (PDF)20260114123455NAL0015737825001
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLA
Form 5500
FILING_RECEIVED
PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 3
25% in single holdingNo recordkeeper disclosed6 service providers
Active participants
531
Accounts w/ balance
407
Plan assets (EOY)
$39.4M
Net assets (EOY)
$39.3M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Harbor Capital App Ret Fund" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLA.
Plan sponsor
Name
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLA
EIN
47-0822012
Address
7220 F STREET · OMAHA, NE · 681171406
Phone
(402) 341-8771
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 36-3485298 | — | INVESTMENT ADVISORY | $6K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| PLUMBERS LOCAL UNION NO. 16 | 47-0822012 | — | CONTRACT ADMINISTRATOR | $6K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ | 47-0625816 | — | ACCOUNTANT | $27K | — |
| RELATION INSURANCE SER | 26-1441726 | — | ACCOUNTANT | $14K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KUTAK ROCK LLP | 47-0597589 | — | LEGAL | $11K | — |
Investments
25 direct securities· $39.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Capital App Ret Fund | — | — | — | $9.9M | 25.2% | |
| Vanguard PRIMECAP Core Inv Fd | — | — | — | $3.9M | 9.9% | |
| Vanguard Global Equity Inv Fd | — | — | — | $3.5M | 8.9% | |
| T. Rowe Price Eq Inc I Fund | — | — | — | $3.1M | 7.9% | |
| T. Rowe Price Balanced I Fd | — | — | — | $2.8M | 7.0% | |
| Fidelity 500 Index Fund | — | — | — | $1.9M | 4.7% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | — | $1.5M | 3.9% | |
| Principal Guaranteed Option | — | — | — | $1.5M | 3.7% | |
| Vanguard Tgt Rmt 2045 Inv Fund | — | — | — | $1.4M | 3.6% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $1.2M | 3.1% | |
| Vanguard Tgt Rmt 2035 Inv Fund | — | — | — | $1.2M | 3.1% | |
| JP Morgan Mid Cap Value R6 Fd | — | — | — | $1.1M | 2.9% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | — | $1.1M | 2.7% | |
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | — | $1.0M | 2.6% | |
| BAIRD AGGREGATE BOND INST FUND | — | — | — | $809K | 2.1% | |
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | — | $788K | 2.0% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | — | $651K | 1.7% | |
| Vanguard Tgt Rmt 2025 Inv Fund | — | — | — | $511K | 1.3% | |
| Vanguard Tgt Rmt 2055 Inv Fund | — | — | — | $416K | 1.1% | |
| Vanguard Tgt Rmt 2060 Inv Fund | — | — | — | $361K | 0.9% | |
| Vanguard Explorer Admiral Fund | — | — | — | $272K | 0.7% | |
| Vanguard Tgt Rmt Inc Inv Fund | — | — | — | $162K | 0.4% | |
| Fidelity Sm Cap Index Fund | — | — | — | $132K | 0.3% | |
| Vanguard Tgt Rmt 2065 Inv Fund | — | — | — | $78K | 0.2% | |
| Interest Bearing Cash | — | — | — | $38K | <0.1% |
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