John Nardi and Harold J. Daggett signed Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees' EIN is 13-3769078.
Download the official 2024 Form 5500 (PDF) for Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees' plan includes money-purchase contributions, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | BOSTON, MA | — | $34K | — |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | BOSTON, MA | CUSTODIAN | — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| DESENA & CO, CPAS, LLC | 20-0609534 | EAST HANOVER, NJ | AUDITOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LAMBOS FIRM, LLP | 13-3864093 | TARRYTOWN, NY | CO-COUNSEL | $29K | — |
| MAZZOLA MARDON P.C. | 13-3303633 | NEW YORK, NY | CO-COUNSEL | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYSA-ILA PENSION TRUST FD | 13-5652028 | JERSEY CITY, NJ | ADMINISTRATIVE SERVICE | $746K | — |
| REYNOLDS CONSULTING SVCS, LLC | 20-1899564 | HICKSVILLE, NY | INV CONSULT | $186K | — |
| ROLLS OFFSET FINANCIAL PRINTING LLC | 27-3554928 | LYNDHURST, NJ | PRINTING & MAILING SVCS | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Life Insurance Company JH Stable Value Guaranteed Income | Stable Value | — | — | $203.0M | 21.7% | |
| Vanguard, Inc. Vanguard Retirement 2040 | Mutual Funds | — | — | $113.6M | 12.1% | |
| Vanguard, Inc. Vanguard Retirement 2030 | Mutual Funds | — | — | $96.3M | 10.3% | |
| Vanguard, Inc. Vanguard Retirement 2050 | Mutual Funds | — | — | $82.6M | 8.8% | |
| Vanguard, Inc. Vanguard Info Tech Inx AD | Mutual Funds | — | — | $71.6M | 7.6% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $68.2M | 7.3% | |
| Fidelity Investments Fidelity Contrafund Account | Mutual Funds | — | — | $57.9M | 6.2% | |
| Vanguard, Inc. Vanguard Retirement 2020 | Mutual Funds | — | — | $36.8M | 3.9% | |
| Fidelity Investments Fidelity Advisory Growth Opportunities | Mutual Funds | — | — | $25.8M | 2.8% | |
| Vanguard, Inc. Vanguard Retirement 2060 | Mutual Funds | — | — | $24.3M | 2.6% | |
| American Funds American Century Ultra | Mutual Funds | — | — | $21.8M | 2.3% | |
| Janus Funds Janus Henderson Global Research | Mutual Funds | — | — | $18.8M | 2.0% | |
| Voya Investments Voya Small Cap Growth | Other securities | — | — | $11.8M | 1.3% | |
| Invesco Mid Cap Growth | Mutual Funds | — | — | $10.5M | 1.1% | |
| JP Morgan Investment Mgmt., Inc. JP Morgan Mid Cap Growth | Common Stocks | — | — | $10.0M | 1.1% | |
| Invesco Small Cap Value | Mutual Funds | — | — | $9.2M | 1.0% | |
| Principal Equity Income R4 | Other securities | — | — | $8.5M | 0.9% | |
| Vanguard, Inc. Vanguard Interm - Term Bond Index | Mutual Funds | — | — | $6.9M | 0.7% | |
| Vanguard, Inc. Vanguard Retirement Income | Mutual Funds | — | — | $6.6M | 0.7% | |
| iShares Total US Market Index | Other securities | — | — | $5.3M | 0.6% | |
| Vanguard, Inc. Vanguard REIT Index | Mutual Funds | — | — | $3.7M | 0.4% | |
| JP Morgan Investment Mgmt., Inc. JP Morgan US Govt Money Market | Cash / Money Market | — | — | $3.3M | 0.3% | |
| Invesco Equity & Income | Mutual Funds | — | — | $2.9M | 0.3% | |
| Loomis Sayles & Co. Loomis Sayles Strategic Income | Common Stocks | — | — | $1.4M | 0.2% | |
| Vanguard, Inc. Vanguard Retirement 2070 | Mutual Funds | — | — | $1.4M | 0.2% | |
| Touchstone Focused Fund | Other securities | — | — | $1.0M | 0.1% | |
| John Hancock Life Insurance Company Interest Bearing Cash | Cash / Money Market | — | — | $31K | <0.1% | |
| INVESCO SCG STRATEGY PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 645 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO EQUITY & INC A PREUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 085 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DRYDEN S&P 500 INDEX PREUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NTGI-QM COLL DAILEY RUSSELL 3000 PRUDENTIAL REITREMENT INS. · EIN 06-1050034 / PN 621 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP GROWTH/ARTISAN PARTNERS PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE/KENNEDY CAPITAL FUN PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SVC SILVERCREST PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 269 | Pooled Separate Account | — | — | $0 | <0.1% |
