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Original filing (PDF)20251015112021NAL0009302402001
PLUMBERS AND PIPEFITTERS LOCAL 344
Form 5500
FILING_RECEIVED
LOCAL 344 ANNUITY FUND PLAN
401(k) retirement plan
Active participants
1,459
Accounts w/ balance
1,531
Plan assets (EOY)
$61.6M
Net assets (EOY)
$61.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 276% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS AND PIPEFITTERS LOCAL 344.
Plan sponsor
Name
PLUMBERS AND PIPEFITTERS LOCAL 344
EIN
73-0467693
Address
4337 SOUTHWEST 44TH · OKLAHOMA CITY, OK · 73119
Phone
(405) 682-4581
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $243K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBG CAPITAL MARKETS, LLC | 41-1416330 | — | INVESTMENT ADVISOR | $86K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLUMBERS&PIPEFITTERS HEALTH&WELFARE | 73-0950060 | — | PLAN SPONSOR | $41K | — |
Investments
12 direct securities · 3 pooled funds· $61.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$35.0M
12 holdings
Pooled Separate Account
$26.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $14.2M | 23.1% | |
| VANGUARD WELLESLEY INCOME ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $10.4M | 16.9% | |
| American Funds Balanced Fund | — | — | — | $9.4M | 15.2% | |
| Fully Benefit- Responsive Investment Contract Empower* SAGIC Diversified Bond II | — | — | — | $4.5M | 7.3% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $3.9M | 6.4% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $3.8M | 6.2% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $3.0M | 4.9% | |
| American Funds Bond Fund of American R6 | — | — | — | $2.6M | 4.2% | |
| PIMCO International Stks PLS | — | — | — | $2.5M | 4.1% | |
| Schwab FDMTL US Small Co IDX | — | — | — | $2.1M | 3.4% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $1.8M | 3.0% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.6M | 2.6% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $642K | 1.0% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $479K | 0.8% | |
| Interest Bearing Cash First State Bank Money market deposit account | — | — | — | $363K | 0.6% |
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