JEFF Ziemba signed Teamsters Local No. 264's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Teamsters Local No. 264's EIN is 16-1334019.
Download the official 2024 Form 5500 (PDF) for Teamsters Local No. 264 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Teamsters Local No. 264's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| APFS WEALTH MANAGEMENT | 16-1462987 | ROCHESTER, NY | ADVISORY | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | TRUSTEE | $67K | — |
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 | — | — | $8.2M | 20.6% | |
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $8.2M | 20.6% | |
| State Street S&P 500 Index 30,761 Shares | Common Collective Trusts | — | $31K | $7.9M | 20.0% | |
| Dodge & Cox Income 573,544 Shares | Mutual Funds | — | $574K | $7.1M | 17.9% | |
| DFA U.S. Large Cap Value 99,225 Shares | Mutual Funds | — | $99K | $4.9M | 12.3% | |
| Face Value/ No. of Shares Investments, at Fair Value Mutual Funds American Funds EuroPacific Growth 36,011 Shares | Mutual Funds | — | $36K | $1.9M | 4.9% | |
| MFS Growth R6 8,066 Shares | Mutual Funds | — | $8K | $1.6M | 4.1% | |
| Vanguard Mid Cap Index 4,670 Shares | Mutual Funds | — | $5K | $1.5M | 3.8% | |
| Dodge & Cox International Stock 25,491 Shares | Mutual Funds | — | $25K | $1.3M | 3.2% | |
| Vanguard Mid Cap Value Index 13,588 Shares | Mutual Funds | — | $14K | $1.1M | 2.9% | |
| DFA U.S. Small Cap Portfolio 16,669 Shares | Mutual Funds | — | $17K | $816K | 2.1% | |
| T Rowe Price Diversified Mid Cap Growth 8,292 Shares | Mutual Funds | — | $8K | $644K | 1.6% | |
| American Funds New World R6 8,292 Shares | Mutual Funds | — | $8K | $638K | 1.6% | |
| Vanguard Small Cap Value Index 6,962 Shares | Mutual Funds | — | $7K | $593K | 1.5% | |
| Vanguard Balance Index 11,500 Shares | Mutual Funds | — | $12K | $558K | 1.4% | |
| Vanguard Target Retirement Income Inv 25,317 Shares | Mutual Funds | — | $25K | $332K | 0.8% | |
| Vanguard Target Retirement 2035 6,254 Shares | Mutual Funds | — | $6K | $150K | 0.4% | |
| DFA Real Estate Securities Portfolio 2,010 Shares | Mutual Funds | — | $2K | $81K | 0.2% | |
| Vanguard Target Retirement 2050 1,207 Shares | Mutual Funds | — | $1K | $60K | 0.2% | |
| DFA Inflation Protected Securities 3,921 Shares | Mutual Funds | — | $4K | $42K | 0.1% | |
| Vanguard Small Cap Growth Index 371 Shares | Mutual Funds | — | — | $37K | <0.1% | |
| Vanguard Target Retirement 2045 25,317 Shares | Mutual Funds | — | $25K | $32K | <0.1% | |
| American Funds New Perspective R6 433 Shares | Mutual Funds | — | — | $27K | <0.1% | |
| American Fund US Government Sec R6 1,098 Shares | Other securities | — | $1K | $13K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund 1,005 Shares | Mutual Funds | — | $1K | $13K | <0.1% | |
| Vangaurd Target Retirement 2055 222 Shares | Other securities | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2030 201 Shares | Mutual Funds | — | — | $8K | <0.1% | |
| Vangaurd Target Retirement 2060 75 Shares | Other securities | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2040 38 Shares | Mutual Funds | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| ARCARA ZUCARELLI LENDA & ASSOC. CPA | — | WILLIAMSVILLE, NY | ACCOUNTANT | $27K | — |
