How big is Peltram Plumbing Holdings, LLC's plan?

Peltram Plumbing Holdings, LLC's plan reported $12.0M in assets and 584 participants for 2022.

Original filing (PDF)20240223090012NAL0005542225001

Peltram Plumbing Holdings, LLC

Name: Peltram Plumbing Holdings, LLC — P3 Services, Form 5500 (2022)
Creator: Peltram Plumbing Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

P3 Services Consolidated 401(k) Plan

401(k) retirement plan · Peltram Plumbing Holdings, LLC's P3 Services Consolidated 401(k) Plan held $12.0M in plan assets for 584 participants in 2022, with Empower as recordkeeper.

Signals · 2

Late filing · 3.2 mo14% employer stock

Active participants

584

Accounts w/ balance

453

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

People on this filing

Gabby Rodriguez signed Peltram Plumbing Holdings, LLC's 2022 Form 5500 as plan administrator.

Gabby Rodriguez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peltram Plumbing Holdings, LLC's EIN is 83-1054877.

EIN 83-1054877

Plan number 001

Plan year 2022

ACK ID 20240223090012NAL0005542225001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Peltram Plumbing Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Peltram Plumbing Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PELTRAM PLUMBING HOLDINGS, LLC.

Finding similar companies…

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

PELTRAM PLUMBING HOLDINGS, LLC

EIN

all filings

Address

1929 WEST VALLEY HIGHWAY SOUTH · STE 101 · AUBURN, WA · 98001

Phone

(253) 249-0200

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-02-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSIONMARK FINANCIAL GROUP LLC	61-1758632	—	INVESTMENT ADVISORY- PLAN	$19K	—

Investments

37 direct securities· $12.0M(100% of reported assets)

Mutual Funds

$8.0M

27 holdings

Common Collective Trusts

$1.7M

1 holding

Common Stocks

$1.6M

7 holdings

Bonds / Notes

$651K

1 holding

Other securities

$17K

1 holding

					% of plan
Fidelity Management & Research Co LLC Fidelity 500 Index	Common Collective Trusts	—	—	$1.7M	14.1%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2030 Instl Prem	Mutual Funds	—	—	$1.3M	11.2%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2040 Instl Prem	Mutual Funds	—	—	$1.2M	10.2%
Great-West Life & Annuity Insurance Co. GWI Fixed Account - Series Class I	Common Stocks	—	—	$1.0M	8.4%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2035 Instl Prem	Mutual Funds	—	—	$977K	8.2%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2050 Instl Prem	Mutual Funds	—	—	$937K	7.8%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2045 Instl Prem	Mutual Funds	—	—	$814K	6.8%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2055 Instl Prem	Mutual Funds	—	—	$670K	5.6%
Participant Loans Interest rates ranging from 3.25% to -0-	Bonds / Notes	—	—	$651K	5.4%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2060 Instl Prem	Mutual Funds	—	—	$396K	3.3%
Capital Research and Management Co American Funds New Perspective R6	Mutual Funds	—	—	$314K	2.6%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2025 Instl Prem	Mutual Funds	—	—	$287K	2.4%
J.P. Morgan Investment Management, Inc. JPMorgan Large Cap Growth R6	Common Stocks	—	—	$192K	1.6%
J.P. Morgan Investment Management, Inc. JPMorgan US Equity R6	Common Stocks	—	—	$157K	1.3%
Capital Research and Management Co American Funds American Mutual R6	Mutual Funds	—	—	$140K	1.2%
Massachusetts Financial Services Co MFS Mid Cap Value R6	Mutual Funds	—	—	$132K	1.1%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2020 Instl Prem	Mutual Funds	—	—	$119K	1.0%
Hartford Funds Management Co, LLC Hartford Total Return Bond R6	Common Stocks	—	—	$115K	1.0%
Fidelity Management & Research Co LLC Fidelity International Index	Mutual Funds	—	—	$106K	0.9%
BNY Mellon Investment Adviser, Inc. BNY Mellon Small/Mid Cap Growth I	Common Stocks	—	—	$93K	0.8%
Fidelity Management & Research Co LLC Fidelity Small Cap Index	Mutual Funds	—	—	$72K	0.6%
Fidelity Management & Research Co LLC Fidelity Real Estate Index Institutional	Mutual Funds	—	—	$70K	0.6%
Fidelity Management & Research Co LLC Fidelity Small Cap Value Index	Mutual Funds	—	—	$58K	0.5%
Fidelity Management & Research Co LLC Fidelity Large Cap Value Index	Mutual Funds	—	—	$46K	0.4%
J.P. Morgan Investment Management, Inc. JPMorgan Emerging Markets Equity R6	Common Stocks	—	—	$44K	0.4%
Lord, Abbett & Co LLC Lord Abbett Developing Growth R6	Mutual Funds	—	—	$43K	0.4%
Fidelity Management & Research Co LLC Fidelity Mid Cap Index	Mutual Funds	—	—	$41K	0.3%
Capital Research and Management Co American Funds Inflation Linked Bd R6	Mutual Funds	—	—	$37K	0.3%
Fidelity Management & Research Co LLC Fidelity Large Cap Growth Index	Mutual Funds	—	—	$35K	0.3%
Fidelity Management & Research Co LLC Fidelity Advisor Stock Selector Sm Cp Z	Mutual Funds	—	—	$35K	0.3%
Fidelity Management & Research Co LLC Fidelity Small Cap Growth Index	Mutual Funds	—	—	$32K	0.3%
J.P. Morgan Investment Management, Inc. JPMorgan International Equity R6	Common Stocks	—	—	$32K	0.3%
Fidelity Management & Research Co LLC Fidelity Mid Cap Growth Index	Mutual Funds	—	—	$31K	0.3%
PGIM Investments LLC PGIM High-Yield R6	Other securities	—	—	$17K	0.1%
Fidelity Management & Research Co LLC Fidelity Freedom Index Inc Instl Prem	Mutual Funds	—	—	$16K	0.1%
Fidelity Management & Research Co LLC Fidelity Freedom Index 2015 Instl Prem	Mutual Funds	—	—	$8K	<0.1%
Franklin Mutual Advisers, LLC Franklin Small Cap Value R6	Mutual Funds	—	—	$3K	<0.1%