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Original filing (PDF)20250723125500NAL0001895747001
PLUMBERS & PIPEFITTERS OF SOUT
Form 5500
FILING_RECEIVED
THE PLUMBERS AND PIPEFITTERS OF SOUTHEASTERN ALASKA EMPLOYEES SUPPLEMENTAL RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
6 service providers
Active participants
152
Accounts w/ balance
130
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.5M
How this plan invests
This plan
23 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 87% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS & PIPEFITTERS OF SOUT.
Plan sponsor
Name
PLUMBERS & PIPEFITTERS OF SOUT
EIN
92-0079204
Address
1751 ANKA STREET · JUNEAU, AK · 99801
Phone
(907) 586-2874
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ANASTASI MOORE MARTIN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUTLER INVESTMENT COUNSEL LLC DBA C | — | JACKSONVILLE, OR | INVESTMENT ADVISOR | $55K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANASTASI MOORE MARTIN | 20-8149084 | — | ACCOUNTANT | $19K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAW OFFICE OF MARY STOLL | 91-0730364 | — | ATTORNEY | $10K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PLUMBERS AND PIPEFITTERS OF SOU | — | JUNEAU, AK | OTHER | $77K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $160 | — |
Investments
23 pooled funds· $19.5M(66% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASSMUTUAL 40/60 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $5.3M | 18.0% |
| MM SANDP 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.6M | 8.7% |
| MASSMUTUAL 60/40 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.3M | 7.9% |
| MASSMUTUAL SLCT TRP RETIREMENT 2050 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $2.2M | 7.4% |
| MASSMUTUAL GLOBAL ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.5M | 4.9% |
| MASSMUTUAL SLCT TRP RETIREMENT 2025 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $911K | 3.1% |
| MASSMUTUAL SELECT TRP RETIRE 2045 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $838K | 2.8% |
| BARON GROWTH RETAIL BARON CAPITAL GROUP, INC. · EIN 04-1590850 / PN 000 | Pooled Separate Account | $715K | 2.4% |
| MASSMUTUAL SELECT TRP RETIRE 2055 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $562K | 1.9% |
| NORTHERN MID CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $476K | 1.6% |
| MASSMUTUAL SELECT TRP RETIRE 2040 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $372K | 1.3% |
| NORTHERN SMALL CAP INDEX NORTHERN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $362K | 1.2% |
| OAKMARK EQUITY AND INCOME INVESTOR OAKMARK · EIN 04-1590850 / PN 000 | Pooled Separate Account | $344K | 1.2% |
| MASSMUTUAL 80/20 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $248K | 0.8% |
| MASSMUTUAL 20/80 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $192K | 0.6% |
| MASSMUTUAL SLCT TRP RETIREMENT 2035 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $190K | 0.6% |
| MASSMUTUAL SLCT TRP RETIREMENT 2060 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $131K | 0.4% |
| INVESTCO INT'L GROWTH INVESTCO · EIN 32-6065438 / PN 000 | Pooled Separate Account | $107K | 0.4% |
| MASSMUTUAL SELECT TRP RETIREMENT BA MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $59K | 0.2% |
| MASSMUTUAL TOTAL RETURN BOND ADM MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $38K | 0.1% |
| MASSMUTUAL SLCT TRP RETIREMENT 2020 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $20K | <0.1% |
| MASSMUTUAL SELECT TRP RETIRE 2030 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $8K | <0.1% |
| MASSMUTUAL US GOVT MONEY MARKET MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $6K | <0.1% |