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Original filing (PDF)20251013223010NAL0000971043001
PLUMBERS & STEAMFITTERS 150 PROFIT SHARING FUND
Form 5500
FILING_RECEIVED
PLUMBERS & STEAMFITTERS 150 PROFIT SHARING FUND
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
1,428
Accounts w/ balance
1,454
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
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: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS & STEAMFITTERS 150 PROFIT SHARING FUND.
Plan sponsor
Name
PLUMBERS & STEAMFITTERS 150 PROFIT SHARING FUND
EIN
47-0892851
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449
Phone
(615) 859-0131
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
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
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
DANIELS IRWIN & AYLOR, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT | — | GREENWOOD VILLAGE, CO | NONE | $96K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $25K | — |
| MORGAN STANLEY | 26-4310632 | AUGUSTA, GA | NONE | $10K | — |
| DANIELS IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $9K | — |
| ARNALL GOLDEN GREGORY LLP | 58-1423485 | ATLANTA, GA | NONE | $4K | — |
Investments
1 pooled fund· $66K(0% 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 |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $66K | 0.2% |