Sam Ferraino signed Local 360 401(k) and Severance Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Local 360 401(k) and Severance Plan's EIN is 22-2450938.
Download the official 2024 Form 5500 (PDF) for Local 360 401(k) and Severance Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local 360 401(k) and Severance Plan's plan includes a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE | 36-6071399 | — | NONE | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-STATE ADMINISTRATORS INC | 22-3478819 | — | NONE | $108K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Blancd Ret Acct Mutual Fund | Mutual Funds | — | — | $11.1M | 95.1% | |
| Putnam Large Cap Value Ret Acct Mutual Fund | Mutual Funds | — | — | $41K | 0.3% | |
| Transamerica Stable Value Core Acct Guaranteed Investment Account | Stable Value | — | — | $40K | 0.3% | |
| PGIM Total Ret Bd Ret Acct Mutual Fund | Other securities | — | — | $34K | 0.3% | |
| State Street Russell Lg Cap Gr Index Ret Acct Mutual Fund | Other securities | — | — | $30K | 0.3% | |
| Invesco Equally-Weighted S&P 500 Ret Acct Mutual Fund | Common Collective Trusts | — | — | $25K | 0.2% | |
| American Century Value Ret Acct Mutual Fund | Other securities | — | — | $23K | 0.2% | |
| JPMorgan 500 Ret Acct Mutual Fund | Other securities | — | — | $17K | 0.1% | |
| American Funds Gr Fd of America Ret Acct Mutual Fund | Mutual Funds | — | — | $13K | 0.1% | |
| State St Intl Index Ret Acct Mutual Fund | Other securities | — | — | $12K | 0.1% | |
| American Funds Capital World Gr & Inc Ret Acct Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Blackrock Hlth Scncs Opps Ret Acct Mutual Fund ** 852 * Blackrock Mid-Cap Growth Equity Ret Acct Mutual Fund | Other securities | — | — | $9K | <0.1% | |
| Lord Abbett Hi Yld Ret Acct Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Macqirarie Science and Technology Ret Acct Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Franklin Income Ret Acct Mutual Fund ** 480 * Goldman Sachs Intl Smll Cp Insights Ret Acct Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| American Century Mid Cap Value Ret Acct Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Franklin Growth Ret Acct Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Advisor New Insights Ret Acct Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| State Street Russell Sm Cap Val Index Ret Acct Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| State Street S&P Md Cap Index Ret Acct Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| State Street Russell Sm Cap Index Ret Acct Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| JPMorgan Eqt Inc Ret Acct Mutual Fund | Common Stocks | — | — | $3K | <0.1% | |
| TA Backrock Lifepath Index 2030 Ret Acct Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| TA Backrock Lifepath Index 2055 Ret Acct Mutual Fund ** 54 * TA Backrock Lifepath Index 2060 Ret Acct Mutual Fund ** 54 * TA Backrock Lifepath Index Retirement Acct Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| TA Backrock Lifepath Index 2035 Ret Acct Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| TA Backrock Lifepath Index 2040 Ret Acct Mutual Fund ** 53 * TA Backrock Lifepath Index 2045 Ret Acct Mutual Fund ** 54 * TA Backrock Lifepath Index 2050 Ret Acct Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| BNY Mellon Natural Resources Ret Acct Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $38K | — |
| BARATZ & ASSOCIATES, P.A. | 22-2212404 | — | NONE | $31K | — |
| SPEAR WILDERMAN | — | CHERRY HILL, NJ | NONE | $30K | — |
| MERRILL LYNCH LIFE AGENCY | 13-2808480 | — | NONE | $23K | — |
