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Original filing (PDF)20250808132159NAL0005503184001
PLUMBERS SUPPLY CO.
Form 5500
FILING_RECEIVED
PLUMBERS SUPPLY CO. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
331
Accounts w/ balance
324
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
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)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MIP CL 2 (no filing on disk)]" is 100% of plan.
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS SUPPLY CO..
Plan sponsor
Name
PLUMBERS SUPPLY CO.
EIN
61-0310025
Address
4420 BISHOP LANE · LOUISVILLE, KY · 40218
Phone
(502) 582-2261
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MATHER & CO., CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $58K | — |
Investments
1 pooled fund· $843K(4% 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 |
|---|---|---|---|---|---|---|
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $843K | 3.6% |