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Original filing (PDF)20251015161328NAL0002613619001
PINNACLE MEP INTERMEDIATE HOLDCO LLC
Form 5500
FILING_RECEIVED
PINNACLE MEP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
440
Accounts w/ balance
264
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 51 bps in Schedule C fees — 74% above peer band of 29 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINNACLE MEP INTERMEDIATE HOLDCO LLC.
Plan sponsor
Name
PINNACLE MEP INTERMEDIATE HOLDCO LLC
EIN
87-1813165
Address
100 MAPLE PARK BLVD. · SUITE 123 · ST. CLAIRE SHORES, MI · 48081
Phone
(586) 307-5316
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL PENSION GROUP, LLC DBA | — | WORTHINGTON, OH | THIRD PARTY ADMINISTRATO | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 338 INVESTMENT FIDUCIARIES INC | — | SIMI VALLEY, CA | OTHER | $6K | — |
Investments
23 direct securities · 2 pooled funds· $15.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$15.3M
23 holdings
Common Collective Trust
$105K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 FUND Mutual Fund | — | — | — | $3.2M | 20.8% | |
| VANGUARD TARGET RETIREMENT 2035 FUND Mutual Fund | — | — | — | $3.2M | 20.6% | |
| VANGUARD TARGET RETIREMENT 2025 FUND Mutual Fund | — | — | — | $1.9M | 12.3% | |
| VANGUARD TARGET RETIREMENT 2050 FUND Mutual Fund | — | — | — | $1.3M | 8.5% | |
| VANGUARD TARGET RETIREMENT 2040 FUND Mutual Fund | — | — | — | $1.2M | 7.6% | |
| VANGUARD TARGET RETIREMENT 2045 FUND Mutual Fund | — | — | — | $998K | 6.5% | |
| VANGUARD TARGET RETIREMENT 2055 FUND Mutual Fund | — | — | — | $596K | 3.9% | |
| VANGUARD TARGET RETIREMENT 2020 FUND Mutual Fund | — | — | — | $576K | 3.7% | |
| VANGUARD TARGET RETIREMENT 2060 FUND Mutual Fund | — | — | — | $421K | 2.7% | |
| FIDELITY 500 INDEX Mutual Fund | — | — | — | $382K | 2.5% | |
| through April 2032 | — | — | — | $302K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2065 FUND Mutual Fund | — | — | — | $289K | 1.9% | |
| Investment AMERICAN CENTURY FOCUSED DYNAMIC GR R6 Mutual Fund | — | — | — | $192K | 1.2% | |
| Guaranteed ** * EI FIXED ACCOUNT - SERIES CLASS I Investment Contract | — | — | — | $177K | 1.1% | |
| FIDELITY ADVISOR TOTAL BOND Z Mutual Fund | — | — | — | $164K | 1.1% | |
| JPMORGAN INTERNATIONAL EQUITY R6 Mutual Fund | — | — | — | $99K | 0.6% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $95K | 0.6% | |
| VANGUARD TARGET RETIREMENT INCOME FUND Mutual Fund | — | — | — | $81K | 0.5% | |
| DFA U.S. VECTOR EQUITY I Mutual Fund | — | — | — | $80K | 0.5% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | — | $74K | 0.5% | |
| AMERICAN FUNDS AMERICAN HI INC TR R6 Mutual Fund | — | — | — | $46K | 0.3% | |
| MFS MID CAP GROWTH R6 Mutual Fund | — | — | — | $27K | 0.2% | |
| PIMCO RAE US SMALL INSTITUTIONAL CLASS Mutual Fund | — | — | — | $25K | 0.2% | |
| AMERICAN FUNDS INFLATION LINKED BD R6 Mutual Fund | — | — | — | $21K | 0.1% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $10K | <0.1% |
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