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Original filing (PDF)20250311153315NAL0029810176001
PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE PLAN
Form 5500
FILING_RECEIVED
PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,663
Accounts w/ balance
2,923
Plan assets (EOY)
$168.6M
Net assets (EOY)
$168.1M
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
- 26 bps in Schedule C fees — 158% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE PLAN.
Plan sponsor
Name
PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE PLAN
DBA
PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE PLAN
EIN
74-2748987
Address
2300 BUENA VISTA SE · STE 127 · ALBUQUERQUE, NM · 87106
Phone
(505) 265-8422
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-11
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
EDWARDS AND LEATHERS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ASSET MANAGMENT | 23-1945930 | — | NONE | $252K | — |
| SOUTHWEST SERVICE ADMINSTRATORS | 86-0785790 | ALBUQUERQUE, NM | NONE | $77K | — |
| CONNER & WINTERS | 73-1388566 | HOUSTON, TX | NONE | $50K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | BELLEVUE, WA | NONE | $47K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | DALLAS, TX | NONE | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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