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Original filing (PDF)20250918142648NAL0001522545001
BOARD OF TRUSTEES FOR THE PLUMBER'S RETIREMENT SAVINGS FUND, LOCAL 130
Form 5500
FILING_RECEIVED
PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A.
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
5,911
Accounts w/ balance
5,268
Plan assets (EOY)
$448.5M
Net assets (EOY)
$448.3M
How this plan invests
This plan
16 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES FOR THE PLUMBER'S RETIREMENT SAVINGS FUND, LOCAL 130.
Plan sponsor
Name
BOARD OF TRUSTEES FOR THE PLUMBER'S RETIREMENT SAVINGS FUND, LOCAL 130
EIN
86-0928669
Address
1340 W. WASHINGTON BLVD · CHICAGO, IL · 60607
Phone
(312) 226-5000
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $194K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $47K | — |
| DENISE DELHAYE | 86-0928669 | — | EMPLOYEE | $39K | — |
| LANER MUCHIN LTD. | 36-3088463 | — | NONE | $36K | — |
| JOSEPH OHM | 86-0928669 | — | EMPLOYEE | $34K | — |
| GREGORIO, STEC, KLEIN & HOSE LLC | 99-0408958 | — | NONE | $30K | — |
| MARQUETTE ASSOCIATES, INC | 36-3485298 | — | NONE | $25K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | — | NONE | $17K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $3K | — |
Investments
21 direct securities · 16 pooled funds· $706.7M(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
$376.6M
21 holdings
Pooled Separate Account
$330.0M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Target 2035 | — | — | $39.2M | $51.4M | 11.5% | |
| MASSMUTUAL SEL TRP RETIRE 2035 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $51.4M | 11.5% | |
| VANGUARD WELLESLEY INCOME ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $43.7M | $51.2M | 11.4% | |
| Vanguard Total Stock Market Fund | — | — | $28.5M | $40.0M | 8.9% | |
| T. Rowe Price Target 2040 | — | — | $28.5M | $37.9M | 8.5% | |
| MASSMUTUAL SEL TRP RETIRE 2040 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $37.9M | 8.5% | |
| JP Morgan Large Cap Growth | — | — | $23.7M | $32.9M | 7.3% | |
| T. Rowe Price Target 2015 | — | — | $24.9M | $30.9M | 6.9% | |
| MASSMUTUAL SEL TRP RETIRE 2015 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $30.9M | 6.9% | |
| T. Rowe Price Target 2030 | — | — | $23.4M | $30.0M | 6.7% | |
| MASSMUTUAL SEL TRP RETIRE 2030 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $30.0M | 6.7% | |
| T. Rowe Price Target 2045 | — | — | $22.2M | $29.6M | 6.6% | |
| MASSMUTUAL SEL TRP RETIRE 2045 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $29.6M | 6.6% | |
| T. Rowe Price Target 2025 | — | — | $19.3M | $24.5M | 5.5% | |
| MASSMUTUAL SEL TRP RETIRE 2025 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $24.5M | 5.5% | |
| T. Rowe Price Target 2050 | — | — | $16.6M | $22.0M | 4.9% | |
| MASSMUTUAL SEL TRP RETIRE 2050 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $22.0M | 4.9% | |
| Description Cost Market Value Insurance Company General Account Group Annuity Contract - SAGIC Diversified Bond I | — | — | $19.1M | $20.8M | 4.6% | |
| T. Rowe Price Target 2055 | — | — | $11.5M | $15.0M | 3.3% | |
| MASSMUTUAL SEL TRP RETIRE 2055 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $15.0M | 3.3% | |
| T. Rowe Price Target 2060 | — | — | $11.2M | $13.9M | 3.1% | |
| MASSMUTUAL SEL TRP RETIRE 2060 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $13.9M | 3.1% | |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | $10.0M | $13.2M | 2.9% | |
| Vanguard Windsor II Fund | — | — | $8.3M | $9.0M | 2.0% | |
| AMERICAN FUNDS EUROPAC GROWTH R5 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | $4.0M | $5.0M | 1.1% | |
| Baird Core Plus Bond Fund | — | — | $4.2M | $4.3M | 1.0% | |
| T. Rowe Price Small-Cap | — | — | $3.8M | $3.9M | 0.9% | |
| Registered Investment Companies Mutual Funds Vanguard Wellington Fund | — | — | $3.5M | $3.6M | 0.8% | |
| T. Rowe Price Target 2020 | — | — | $2.8M | $3.4M | 0.8% | |
| MASSMUTUAL SEL TRP RETIRE 2020 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $3.4M | 0.8% | |
| T. Rowe Price Target 2005 | — | — | $1.4M | $1.7M | 0.4% | |
| MASSMUTUAL SEL TRP RETIRE 2005 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 0.4% | |
| American Funds Small Cap World Fund | — | — | $1.3M | $1.5M | 0.3% | |
| U.S. Government Money Market Fund | — | — | $205K | $213K | <0.1% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $213K | <0.1% | |
| T. Rowe Price Target 2010 | — | — | $103K | $118K | <0.1% | |
| MASSMUTUAL SEL TRP RETIRE 2010 M5 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $118K | <0.1% |