Sheet Metal Workers Local No 58 Retirement Fund's EIN is 16-1188938.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Local No 58 Retirement Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sheet Metal Workers Local No 58 Retirement 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 |
|---|---|---|---|---|---|
| BURKE GROUP | 16-1360774 | ROCHESTER, NY | NONE | $36K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | ROCHESTER, NY | NONE | $20K | — |
| D'ARCANGELO & CO. LLP | 13-2550103 | ROME, NY | NONE | $10K | — |
| BLITMAN & KING LLP | 16-1047304 | SYRACUSE, NY | NONE | $10K | — |
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 | — | — | $13.6M | 95.1% | |
| PRO MIX MODERATE TEAM SERIES CL U MANNING & NAPIER · EIN 02-0476209 / PN 011 | Common Collective Trust | — | — | $5.6M | 38.8% | |
| PRO MIX EXTENDED TEAM SERIES CL U MANNING & NAPIER · EIN 02-0476209 / PN 010 | Common Collective Trust | — | — | $779K | 5.4% | |
| PRO MIX MAXIMUM TEAM SERIES CL U MANNING & NAPIER · EIN 02-0476209 / PN 090 | Common Collective Trust | — | — | $210K | 1.5% | |
| PRO MIX CONSERVATIVE TEAM SERIES MANNING & NAPIER · EIN 02-0476209 / PN 012 | Common Collective Trust | — | — | $106K | 0.7% |
