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Original filing (PDF)20251014105931NAL0001270851004
PLUMBER & STEAMFITTERS 72 DEFINED CONTRIB FUND
Form 5500
FILING_RECEIVED
PLUMBERS & STEAMFITTERS 72 DEFINED CONTRIB FUND
Defined-contribution retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed6 service providers
Active participants
4,225
Accounts w/ balance
4,388
Plan assets (EOY)
$162.4M
Net assets (EOY)
$162.2M
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 "GALLIARD STABLE RETURN FUND CORE" is 100% of plan.
- 21 bps in Schedule C fees — 107% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBER & STEAMFITTERS 72 DEFINED CONTRIB FUND.
Plan sponsor
Name
PLUMBER & STEAMFITTERS 72 DEFINED CONTRIB FUND
EIN
58-2637934
Address
2010 NW 150TH, STE 100 · PEMBROKE PINES, FL · 330282887
Phone
—
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE AMERICA RETIREMENT SERVICES | 46-5378846 | — | NONE | $216K | — |
| NATIONAL EMPLOYEE BENEFITS ADMIN | 65-0498809 | — | NONE | $53K | — |
| REYNOLDS CONSULTING SERVICES | 20-1899564 | — | NONE | $38K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $17K | — |
| ARNALL GOLDEN GREGORY, LLP | 58-1423485 | — | NONE | $7K | — |
| BRENTWOOD ASSET ADVISORS, LLC | 59-3718394 | — | NONE | $7K | — |
Investments
1 pooled fund· $10.7M(7% 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 |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $12.3M | $10.7M | 6.6% |