Local 1102 401(k) Retirement Plan's EIN is 11-6149563.
Download the official 2024 Form 5500 (PDF) for Local 1102 401(k) Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local 1102 401(k) Retirement Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCAL 1102 RWDSU | 13-1215130 | — | NONE | $193K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2020 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $7.4M | 34.8% | |
| PRINCIPAL LIFETIME HYBRID 2030 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.5M | 30.6% | |
| PRINCIPAL LIFETIME HYBRID 2040 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.6M | 12.4% | |
| PRINCIPAL LIFETIME HYBRID INCOME PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2.1M | 9.8% | |
| PRINCIPAL LIFETIME HYBRID 2050 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 5.4% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $251K | 1.2% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $193K | 0.9% | |
| DFA Intermediate Gov Fixed Inc I Fund | Mutual Funds | — | — | $179K | 0.8% | |
| American Funds Growth Fund | Mutual Funds | — | — | $175K | 0.8% | |
| PRINCIPAL LIFETIME HYBRID 2060 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $126K | 0.6% | |
| PIMCO Total Return Istl Fund | Mutual Funds | — | — | $103K | 0.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $85K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $76K | 0.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $51K | 0.2% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $9K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2070 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-1847329 |
| — |
| NONE |
| $105K |
| — |
| ROTHMAN, ROCCO, LARUFFA, LLP | 47-5401457 | — | NONE | $26K | — |
| CITRON COOPERMAN & COMPANY LLP | 22-2428965 | — | NONE | $21K | — |
