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Original filing (PDF)20251013110240NAL0000519811001
PIPER MECHANICAL, INC.
Form 5500
FILING_RECEIVED
PIPER MECHANICAL 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
177
Accounts w/ balance
166
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s Fidelity Investments Fid Freedom Index 2055 Premier" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIPER MECHANICAL, INC..
Plan sponsor
Name
PIPER MECHANICAL, INC.
EIN
91-1874613
Address
9321 NE 72ND AVE #6 · VANCOUVER, WA · 98665
Phone
(360) 892-8700
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
2025-10-13
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
Audit & trust (Schedule H)
Auditor
YEO & YEO, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
3Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FARMER & BETTS | 94-3322438 | FIFE, WA | CONSULTANT | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YEO & YEO P.C. | 46-4226238 | SAGINAW, MI | CPA/AUDITOR | $14K | — |
Investments
27 direct securities · 1 pooled fund· $8.4M(99% 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
$6.2M
26 holdings
Mutual Funds
$2.2M
1 holding
Common Collective Trust
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fid Freedom Index 2055 Premier | Mutual Funds | — | — | $2.2M | 26.1% | |
| Fidelity Investments Fid Freedom Index 2050 Premier | — | — | — | $1.3M | 15.8% | |
| Fidelity Investments Fid Freedom Index 2040 Premier | — | — | — | $1.2M | 14.2% | |
| Fidelity Investments Fid Freedom Index 2065 Premier | — | — | — | $788K | 9.4% | |
| Fidelity Investments Fid Freedom Index 2015 Premier | — | — | — | $680K | 8.1% | |
| Fidelity Investments Fid Freedom Index 2045 Premier | — | — | — | $555K | 6.6% | |
| Fidelity Investments Fid Freedom Index 2035 Premier | — | — | — | $500K | 5.9% | |
| Fidelity Investments Fid Freedom Index 2060 Premier | — | — | — | $310K | 3.7% | |
| Fidelity Investments Fid Freedom Index 2030 Premier | — | — | — | $154K | 1.8% | |
| BlackRock High Yield Bond K ** 615 Vanguard Sm Cap Val Index ADM | — | — | — | $134K | 1.6% | |
| Vanguard Small Cap Index Admr | — | — | — | $124K | 1.5% | |
| Participant loans Interest rates range from 4.25% to 9.50% -0- | — | — | — | $92K | 1.1% | |
| Fidelity Investments Fid Freedom Index 2025 Premier | — | — | — | $86K | 1.0% | |
| State Street State St Equity 500 Index | — | — | — | $43K | 0.5% | |
| JPMorgan Equity Income Fund ** 121 Vanguard Mid Cap Index - ADM | — | — | — | $35K | 0.4% | |
| iShares MSCI EAFE Intl Index | — | — | — | $29K | 0.3% | |
| American Funds AMF Growth Fund of America R6 | — | — | — | $27K | 0.3% | |
| Janus Henderson Janus Henderson Triton Fund | — | — | — | $20K | 0.2% | |
| MFS Investments MFS Total Return | — | — | — | $14K | 0.2% | |
| Nuveen SmallCap Blend Index | — | — | — | $13K | 0.2% | |
| Vanguard Intermediate Term Bond | — | — | — | $11K | 0.1% | |
| T. Rowe Price T. Rowe Price Overseas Stock | — | — | — | $8K | <0.1% | |
| INVESCO STABLE ASSET-ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| Fidelity Investments Fid Freedom Index 2020 Premier | — | — | — | $6K | <0.1% | |
| Principal Pri Real Estate Securities R6 | — | — | — | $6K | <0.1% | |
| DFA Commodity Strat Port Inst | — | — | — | $3K | <0.1% | |
| Vanguard Emg Mkts Stk Idx Adm | — | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Dividend Gr | — | — | — | $2K | <0.1% |
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