Original filing (PDF)20251013093955NAL0002255154001

J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO

Name: J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO — J. R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO

Form 5500

FILING_RECEIVED

J. R. PIERCE PLUMBING COMPANY PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

560

Accounts w/ balance

827

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (10th percentile).
Bottom-decile employer contributions per participant (4th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO.

Plan sponsor

Name

J. R. PIERCE PLUMBING CO., INC. OF SACRAMENTO

EIN

94-1571374

Address

3610 CINCINNATI AVENUE · ROCKLIN, CA · 95765

Phone

(916) 434-9554

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$62K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH, INC.	42-1445429	—	NONE	$16K	—

Other service providers

Investments

21 direct securities· $13.2M(100% of reported assets)

Other securities

$12.9M

19 holdings

Bonds / Notes

$343K

1 holding

Common Stock

$1K

1 holding

					% of plan
Vanguard Target Retirement 2030 Fd I Mutual Fund	Other securities	—	—	$1.9M	14.6%
Vanguard Target Retirement 2020 Fd I Mutual Fund	Other securities	—	—	$1.9M	14.0%
Vanguard Target Retirement 2025 Fd I Mutual Fund	Other securities	—	—	$1.8M	13.3%
Vanguard Target Retirement 2045 Fd I Mutual Fund	Other securities	—	—	$1.6M	12.2%
Vanguard Target Retirement 2035 Fd I Mutual Fund	Other securities	—	—	$1.3M	10.0%
Vanguard Target Retirement 2040 Fd I Mutual Fund	Other securities	—	—	$1.3M	9.8%
Vanguard Target Retirement 2050 Fd I Mutual Fund	Other securities	—	—	$882K	6.7%
Vanguard Target Retirement 2055 Inv Mutual Fund	Other securities	—	—	$598K	4.5%
Vanguard 500 Index F Mutual Fund	Other securities	—	—	$421K	3.2%
Vanguard Target Retirement 2060 Inv Mutual Fund	Other securities	—	—	$406K	3.1%
Notes receivable from participants Loans (3.25% - 8.50%)	Bonds / Notes	—	—	$343K	2.6%
Harbor Cap Appreciation Fund Rtrmt Mutual Fund	Other securities	—	—	$250K	1.9%
Standard Stable Asset B Stable Value Fund	Other securities	—	—	$222K	1.7%
Vanguard Target Retirement 2065 Mutual Fund	Other securities	—	—	$171K	1.3%
T Rowe Price Div Gwth Fd I Mutual Fund	Other securities	—	—	$73K	0.5%
Vanguard Mid Cap Index Fund Admiral Mutual Fund	Other securities	—	—	$33K	0.2%
Vanguard Small Cap Index Admiral Sh Mutual Fund	Other securities	—	—	$18K	0.1%
Dodge & Cox International Stock I Mutual Fund	Other securities	—	—	$14K	0.1%
Tcw Metwest Total Return Bd Plan Mutual Fund	Other securities	—	—	$2K	<0.1%
Cohen & Steers Realty Instl Shares Mutual Fund	Other securities	—	—	$1K	<0.1%
Vanguard Equity Inc Fd Admiral Shs Mutual Fund	Common Stock	—	—	$1K	<0.1%