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Original filing (PDF)20250409115835NAL0022155297001
SHEET METAL WORKERS LOCAL NO. 124 PENSION PLAN
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL NO. 124 PENSION PLAN
Defined-benefit pension plan
Signals · 1
6 service providers
Active participants
320
Accounts w/ balance
—
Plan assets (EOY)
$52.0M
Net assets (EOY)
$52.0M
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 35 bps in Schedule C fees — 119% above peer band of 16 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEET METAL WORKERS LOCAL NO. 124 PENSION PLAN.
Plan sponsor
Name
SHEET METAL WORKERS LOCAL NO. 124 PENSION PLAN
DBA
COX, HOLSTED & DIMICK, PC
EIN
73-6145795
Address
3717 NW 63RD ST STE 100 · OKLAHOMA CITY, OK · 731161925
Phone
(405) 848-4848
Industry
Manufacturingsee all
Plan administrator
Name
RICHARD DIMICK
EIN
73-1158890
City
OKLAHOMA CITY, OK
Phone
(405) 848-4848
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MORROW & CO., LLC CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $78K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS | — | MINNEAPOLIS, MN | INVESTMENT ADVISORS | $46K | — |
| IMA SELECT LLC | 26-3811485 | WICHITA, KS | INSURANCE ADVISOR | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COX HOLSTED & DIMICK PLC | — | OKLAHOMA CITY, OK | CONTRACT ADMINISTRATOR | $14K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCAFEE & TAFT | 73-0784676 | OKLAHOMA CITY, OK | ATTORNEY | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRYAN, LITTLE, HAYLEY & KENT PC | 73-0941849 | BARTLESVILLE, OK | — | $9K | — |
Investments
6 pooled funds· $38.2M(73% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $16.1M | 30.9% |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $6.0M | 11.6% |
| DODGE & COX INCOME DODGE &COX · EIN 90-0779283 / PN 000 | Pooled Separate Account | $5.0M | 9.7% |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $5.0M | 9.7% |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $4.0M | 7.7% |
| MFS INTERNATIONAL EQUITY R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $2.0M | 3.9% |