Original filing (PDF)20250618090028NAL0001308707001

BEN LEWIS PLUMBING

Name: BEN LEWIS PLUMBING — THE BEN LEWIS PLUMBING PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: BEN LEWIS PLUMBING

Form 5500

FILING_RECEIVED

THE BEN LEWIS PLUMBING PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Signals · 2

20% employer stockNo recordkeeper disclosed

Active participants

113

Accounts w/ balance

285

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

How this plan invests

This plan

78 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEN LEWIS PLUMBING.

Plan sponsor

Name

BEN LEWIS PLUMBING

EIN

52-0915291

Address

23407 FREDERICK ROAD · CLARKSBURG, MD · 20871

Phone

(301) 428-3900

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

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISORS LLC	36-3258176	—	NONE	$13K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CPI QUALIFIED PLAN CONSULTANTS, INC	48-1205033	—	NONE	$11K	—

Investments

78 direct securities· $10.0M(94% of reported assets)

Other securities

$7.2M

25 holdings

Common Stock

$1.9M

47 holdings

Stable Value

$415K

1 holding

Cash / Money Market

$363K

3 holdings

Mutual Funds

$103K

1 holding

Common Stocks

$30K

1 holding

					% of plan
Vanguard Growth Index Fd - Admiral	Other securities	—	—	$1.4M	13.3%
Dodge & Cox Dodge & Cox Stock Fd	Other securities	—	$505K	$813K	7.6%
Dodge & Cox Dodge & Cox Balanced Fd	Other securities	—	$564K	$644K	6.0%
Fidelity Select Software and It Svc	Other securities	—	$433K	$578K	5.4%
Vanguard Balanced Index Fund - Admiral	Other securities	—	—	$555K	5.2%
American Funds The Growth Fund of America	Other securities	—	$292K	$499K	4.6%
Vanguard Global Minimum Volatility Admiral	Other securities	—	—	$423K	3.9%
similar party collateral, par or maturity value Cost** Value Guaranteed Investment Contract * CMFG Life Insurance Company CMFG Life Stable Value (A23)	Stable Value	—	—	$415K	3.9%
Vanguard Value Index - Admiral	Other securities	—	—	$382K	3.6%
Vanguard 500 Index Fund - Admiral	Other securities	—	—	$366K	3.4%
Vanguard Cash Reserves Fed Money Market Fd	Cash / Money Market	—	$317K	$317K	3.0%
DoubleLine Shiller Enhanced 1	Other securities	—	$318K	$316K	2.9%
Vanguard ST Investment - Grade Fund Admiral	Other securities	—	$257K	$249K	2.3%
Vanguard Total Stock Mkt Index - Admiral	Other securities	—	—	$205K	1.9%
Tesla Inc Com Common Stock, 500 Shares	Common Stock	—	$60K	$202K	1.9%
Vanguard Mid Cap Index Admiral	Other securities	—	—	$149K	1.4%
Vanguard Small Cap Growth Index - Admiral	Other securities	—	—	$126K	1.2%
Schwab Charles Corp New Com Common Stock, 1,500 Shares	Common Stock	—	$81K	$111K	1.0%
Sea LTD Adr Common Stock, 1,000 Shares	Common Stock	—	$36K	$106K	1.0%
General Electric Co Com New Common Stock, 625 Shares	Common Stock	—	$63K	$104K	1.0%
Fidelity International Index Instl Premium	Mutual Funds	—	—	$103K	1.0%
Innovative INDL PPTYS INC COM Common Stock, 1500 Shares	Common Stock	—	$107K	$100K	0.9%
Kraft Heinz Co Common Stock, 3,000 Shares	Common Stock	—	$87K	$92K	0.9%
Costco Wholesale Corp New Common Stock, 100 Shares	Common Stock	—	$4K	$92K	0.9%
State Street Global Advisors SPDR S&P 500 EFT Unit	Other securities	—	—	$90K	0.8%
DoubleLine Total Return Bond Fund	Other securities	—	$98K	$80K	0.7%
Vanguard High-Yield Corp Fund - Admiral	Common Stock	—	—	$78K	0.7%
American Century Am Century Inflation Adj Bond Fund Investor	Other securities	—	$83K	$77K	0.7%
Invesco Global Real Estate R6	Other securities	—	—	$60K	0.6%
CBOE Holdings Inc Common Stock, 300 Shares	Common Stock	—	$9K	$59K	0.5%
Disney Walt Co Common Stock, 500 Shares	Common Stock	—	$52K	$56K	0.5%
GE Vernove Inc Com Common Stock, 156 Shares	Common Stock	—	$16K	$51K	0.5%
Ishares Tr MSCI Emerging Mkts Index Fd	Other securities	—	—	$49K	0.5%
Adecoagro S A Com Common Stock, 5,000 Shares	Common Stock	—	$48K	$47K	0.4%
Cleveland-Cliffs Inc New Common Stock, 5,000 Shares	Common Stock	—	$37K	$47K	0.4%
Federal Signal Corp Common Stock, 500 Shares	Common Stock	—	$8K	$46K	0.4%
Vanguard Interm-Term Bond Index - Admiral	Other securities	—	—	$45K	0.4%
Mercedes Bentz Group .AG Daimler Ag RegCommon Stock, 800 Shares	Common Stock	—	$42K	$45K	0.4%
Altria Group Inc Com Common Stock, 850 Shares	Common Stock	—	$34K	$44K	0.4%
Paypal Common Stock, 500 Shares	Common Stock	—	$6K	$43K	0.4%
Canadian Natl Ry Co Com Common Stock, 400 Shares -	Common Stock	—	—	$41K	0.4%
Medtronic PLC Common Stock, 500 Shares	Common Stock	—	$42K	$40K	0.4%
Allstate Corp Common Stock, 200 Shares	Common Stock	—	$9K	$39K	0.4%
T Rowe Price T. Rowe Price Real Estate	Other securities	—	$51K	$37K	0.3%
Unum Group Common Stock, 500 Shares	Common Stock	—	$8K	$37K	0.3%
Ebay Inc Com Common Stock, 500 Shares	Common Stock	—	$4K	$31K	0.3%
Abbott Labs Common Stock, 261 Shares	Common Stocks	—	$1K	$30K	0.3%
Johnson & Johnson Co Common Stock, 200 Shares	Common Stock	—	$10K	$29K	0.3%
Bristol Myers Squibb Common Stock, 500 Shares	Common Stock	—	$28K	$28K	0.3%
Fedex Corp Com Common Stock, 100 Shares	Common Stock	—	$7K	$28K	0.3%