Natasha KERR signed Transport Workers Union Local 10's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transport Workers Union Local 10's EIN is 13-1395076.
Download the official 2023 Form 5500 (PDF) for Transport Workers Union Local 10 from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Transport Workers Union Local 10's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $637K | 24.3% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $531K | 20.3% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $503K | 19.2% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $317K | 12.1% | |
| FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $136K | 5.2% | |
| JANUS HENDERSON FORTY FUND - S | Registered Investment Companies | — | — | $84K | 3.2% | |
| AMERCENT ULTRA FUND - A | Registered Investment Companies | — | — | $53K | 2.0% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $49K | 1.9% | |
| FIDELITY ADVISOR SMALL CAP - M | Registered Investment Companies | — | — | $44K | 1.7% | |
| TROWE PRICE INTL VALUE EQ ADV | Registered Investment Companies | — | — | $34K | 1.3% | |
| BLACKROCK MID-CAP VALUE A | Registered Investment Companies | — | — | $31K | 1.2% | |
| PGIM QS SMALL-CAP VAL A | Registered Investment Companies | — | — | $19K | 0.7% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $13K | 0.5% | |
| DWS SMALL CAP GROWTH A | Registered Investment Companies | — | — | $11K | 0.4% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $11K | 0.4% | |
| VICTORY SPECIAL VALUE FUND - A | Registered Investment Companies | — | — | $11K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $9K | 0.4% | |
| AB DISCOVERY VALUE A | Registered Investment Companies | — | — | $8K | 0.3% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $6K | 0.2% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $4K | 0.2% | |
| GS GROWTH & INCOME STRAT - A | Registered Investment Companies | — | — | $4K | 0.1% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $1K | <0.1% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $1K | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $581 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
