Board of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund's EIN is 13-2866830.
Download the official 2024 Form 5500 (PDF) for Board of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund'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 |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLERAN, O'HARA & MILLS LLP | 11-2940050 | — | ATTORNEY | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $63.3M | 77.2% | |
| [Assets held in common collective trust] | Other | — | — | $6.4M | 7.8% | |
| BGO DAILY VALUE FUND NEWTOWER TRUST COMPANY · EIN 83-6177544 / PN 001 | Common Collective Trust | — | — | $6.4M | 7.8% | |
| [Assets held in participant loans] | Other | — | — | $837K | 1.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REYNOLDS CONSULTING SERVICES, LLC | 20-1899564 | — | NONE | $37K | — |
