Smart Local 27 Educational Fund Trustees' EIN is 22-2568877.
Download the official 2024 Form 5500 (PDF) for Smart Local 27 Educational Fund Trustees 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 |
|---|---|---|---|---|---|
| CHRIS GEORGE | 22-2568877 | — | EMPLOYEE | $189K | — |
| JOHN ESPINOS | 22-2568877 | — | EMPLOYEE | $189K | — |
| SMART 27 LOCAL UNION | 22-2374533 | — | RELATED FUND | $92K | — |
| MSPC | 22-2951202 | — | NONE | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond I | Other securities | — | $358K | $353K | 17.1% | |
| Dodge & Cox Income Fund | Mutual Funds | — | $384K | $352K | 17.1% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | $89K | $162K | 7.9% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | $81K | $82K | 4.0% | |
| BlackRock Treasury Trust Fund Institutional Class | Common Collective Trusts | — | $36K | $36K | 1.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| O'BRIEN BELLAND & BUSHINSKY | 37-1467056 | — | NONE | $31K | — |
| SMART 27 HEALTH & WELFARE FUND | 22-1538529 | — | RELATED FUND | $11K | — |
