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Original filing (PDF)20251001140821NAL0014388224001
HUTCHINSON PLUMBING HOLDING, LLC
Form 5500
FILING_RECEIVED
HUTCHINSON PLUMBING HOLDING, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 34.5 mo100% in single holding
Active participants
236
Accounts w/ balance
285
Plan assets (EOY)
$23.2M
Net assets (EOY)
$23.2M
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)
79
/ 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
75
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 34.5 months past the 10.5-month grace window.
- Top holding "[DFE: PIONEER LARGE CAP VALUE R1 (no filing on disk)]" is 100% of plan.
- 52 bps in Schedule C fees — 81% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUTCHINSON PLUMBING HOLDING, LLC.
Plan sponsor
Name
HUTCHINSON PLUMBING HOLDING, LLC
EIN
84-4667903
Address
621 CHAPEL AVENUE · CHERRY HILL, NJ · 080341422
Phone
(856) 429-5807
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
SANTORA CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $103K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $12K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANTELLA & COMPANY, INC. | — | MALDEN, MA | BROKER | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS | — | SAN DIEGO, CA | CONTRACT ADMIN | $4K | — |
| UNITED RETIREMENT, INC./FUTURE PLAN | — | CHICAGO, IL | CONTRACT ADMIN | $3K | — |
Investments
1 pooled fund· $426K(2% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIONEER LARGE CAP VALUE R1 AST WILMINGTON TRUST · EIN 38-4065312 / PN 000 | Common Collective Trust | — | — | $426K | 1.8% |