John Heise signed New England Bakery Drivers and Its Member Local Unions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New England Bakery Drivers and Its Member Local Unions' EIN is 22-2930352.
Download the official 2024 Form 5500 (PDF) for New England Bakery Drivers and Its Member Local Unions 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 |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D'ARCANGELO & CO., LLP | 13-2550103 | — | AUDITORS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American High Inc. Trust | Mutual Funds | — | $201K | $197K | 16.0% | |
| American Funds Bond Fund of America | Mutual Funds | — | $213K | $185K | 15.0% | |
| American Funds AMCAP Fund | Mutual Funds | — | $88K | $92K | 7.5% | |
| American Funds Smallcap World Fund | Mutual Funds | — | $89K | $81K | 6.5% | |
| American Funds New Economy Fund | Mutual Funds | — | $70K | $69K | 5.6% | |
| American Funds New Perspective Fund | Mutual Funds | — | $59K | $58K | 4.7% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | $55K | $46K | 3.7% | |
| American Funds Investment Company of America | Mutual Funds | — | $36K | $46K | 3.7% | |
| American Funds Cap World Growth and Inc Fund | Mutual Funds | — | $26K | $35K | 2.8% | |
| American Funds Fundamental Investors | Mutual Funds | — | $32K | $35K | 2.8% | |
| American Funds US Govt Securities Fund | Mutual Funds | — | $27K | $23K | 1.9% | |
| American Funds American Mutual Fund | Mutual Funds | — | $18K | $23K | 1.9% | |
| American Funds US Govt Money Market Fund | Mutual Funds | — | $12K | $12K | 0.9% | |
| American Funds American Balanced Fund | Mutual Funds | — | $9K | $12K | 0.9% |
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 |
|---|---|---|---|---|---|
| ATLAS FINANCIAL GROUP, LLC | 02-0521107 | — | NONE | $8K | — |
| DUMONT, MORRIS AND BURKE, PC | 54-2087269 | — | NONE | $0 | — |
