Richard Keogh signed RI Sheet Metal Workers Local 17 Annuity FD, Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RI Sheet Metal Workers Local 17 Annuity FD, Board of Trustees' EIN is 05-0398597.
Download the official 2024 Form 5500 (PDF) for RI Sheet Metal Workers Local 17 Annuity FD, Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RI Sheet Metal Workers Local 17 Annuity FD, Board of Trustees' plan includes money-purchase contributions.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARD FISHER & COMPANY LLP | 05-0234540 | — | NONE | $31K | — |
| RODIO & URSILLO, LTD |
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.
| % of plan | |||
|---|---|---|---|
| SEGAL MARCO EQUITY GROUP TRUST SEGAL ADVISORS INC · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | $0 | — |
| SEGAL MARCO FIXED INCOME GROUP TRUS SEGAL ADVISORS INC · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | $0 | — |
| 05-0398359 |
| — |
| NONE |
| $17K |
| — |
| ADMINISTRATION SERVICES INC | 05-0345198 | — | NONE | $10K | — |
