Raymond Suggs signed Trustees of Sheet Metal Workers INT'L Association Local No. 73's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of Sheet Metal Workers INT'L Association Local No. 73's EIN is 20-5002115.
Download the official 2024 Form 5500 (PDF) for Trustees of Sheet Metal Workers INT'L Association Local No. 73 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTL OPS | 04-2647786 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. |
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 | — | — | $404.0M | 57.1% | |
| [Assets held in common collective trust] | Other | — | — | $170.7M | 24.1% | |
| [Assets held in master trust] | Other | — | — | $109.4M | 15.5% | |
| SMW 73 STABLE VALUE FUND TTES OF SMW INTL ASSOC LOCAL 73 ANNUITY FUND · EIN 20-5002115 / PN 004 | Master Trust | — | — | $109.4M | 15.5% | |
| FIAM BLEND TD 2040 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $28.1M | 4.0% | |
| FIAM BLEND TD 2045 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $27.0M | 3.8% | |
| FIAM BLEND TD 2050 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $23.8M | 3.4% | |
| FIAM BLEND TD 2035 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $18.5M | 2.6% | |
| FIAM BLEND TD 2055 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $17.9M | 2.5% | |
| FIAM BLEND TD 2030 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $17.7M | 2.5% | |
| FIAM BLEND TD 2025 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $14.5M | 2.0% | |
| FIAM BLEND TD 2060 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $12.5M | 1.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $10.8M | 1.5% | |
| [Assets held in participant loans] | Other | — | — | $7.7M | 1.1% | |
| FIAM BLEND TD 2020 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $4.6M | 0.6% | |
| FIAM BLEND TD 2065 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $4.0M | 0.6% | |
| FIAM BLEND TD 2015 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| FIAM BLEND TD INC COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $744K | 0.1% | |
| FIAM BLEND TD 2010 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $412K | <0.1% | |
| FIAM BLEND TD 2005 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
| 04-2654524 |
| — |
| NONE |
| $123K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, LLC | 47-0900880 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $54K | — |
| MARQUETTE ASSOCIATES, INC | 36-3485298 | — | NONE | $40K | — |
| MAGALY NAVA | 20-5002115 | — | EMPLOYEE | $34K | — |
| GREGORIO, STEC, KLEIN & HOSE | 99-0408958 | — | NONE | $32K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $14K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $11K | — |
| RICHARD WOLF & CO | 36-3182363 | — | NONE | $8K | — |
