David W. Weilert signed Rochester Area Construction and Materials Teamsters Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rochester Area Construction and Materials Teamsters Annuity Fund's EIN is 16-1455833.
Download the official 2024 Form 5500 (PDF) for Rochester Area Construction and Materials Teamsters Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rochester Area Construction and Materials Teamsters Annuity Fund's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARPUS INVESTMENTS | 16-1047304 | — | INVESTMENT ADVISOR | $59K | — |
| ONE DIGITAL TOPCO LLC | 82-1434504 | — | CONSULTANT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.0M | 73.7% | |
| [Assets held in common stock] | Other | — | — | $1.0M | 10.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $424K | 4.5% |
| STOKES, VISCA, HUCKO & BARONE, CPAS |
| 47-4215313 |
| ROCHESTER, NY |
| AUDITOR |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING | 16-1047304 | — | LEGAL COUNSEL | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCHESTER AREA CMT & H&W FUND | 16-0962644 | — | AFFILIATE FUND | $18K | — |
