Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$45K in admin expenses, $281 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 9 lines in all, holding $18.8M of the plan's $19.2M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Small-Cap Index Manager not matched · Mutual fund Index | $5.2M | 27.5% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $5.1M | 27.4% |
| Mid Cap Index Fund Manager not matched · Mutual fund Index | $2.4M | 12.6% |
| Value Index Fund Manager not matched · Mutual fund Index | $2.2M | 12.0% |
| Balanced Index Fund Manager not matched · Mutual fund Index | $1.7M | 8.9% |
| REIT Index Fund Manager not matched · Mutual fund Index | $1.0M | 5.6% |
| Devel Markets Index Admiral Manager not matched · Mutual fund Index | $1.0M | 5.5% |
| Short-Term Treasury Fund Manager not matched · Mutual fund | $108K | 0.6% |
| Growth Index Fund Manager not matched · Mutual fund Index | $4K | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
PLUMBERS & PIPE. LOCAL 25 BENEFIT10+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 25 BEN Service code 14 · EIN 47-1064332 Plan Administrator | $17,843 |
SCHEFFEL BOYLE10+ years Service code 10 · EIN 37-1206530 Accounting | $11,000 |
HAMMOND AND SHINNERS, P.C.10+ years Filed as: HAMMOND & SHINNERS P.C. Service code 29 · EIN 43-1429257 Legal | $7,604 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025