Joseph Checkley signed Local Union 94 I.B.E.W.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Local Union 94 I.B.E.W.'s EIN is 22-3314988.
Download the official 2024 Form 5500 (PDF) for Local Union 94 I.B.E.W. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Local Union 94 I.B.E.W.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| BARATZ & ASSOCIATES, P.A. | — | MARLTON, NJ | AUDITOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHEN, LEDER, MONTALBANO & CONNAUGH | — | ELMWOOD, NJ | LEGAL | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Amer Balanced R2 | Mutual Funds | — | — | $13.5M | 55.9% | |
| American Funds Growth Fund of Amer R2 | Mutual Funds | — | — | $2.5M | 10.5% | |
| American Funds Wash Mutual Inv R2 | Mutual Funds | — | — | $2.5M | 10.4% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.5% | |
| American Funds New Perspective R2 | Mutual Funds | — | — | $1.2M | 5.1% | |
| American Funds Inter Bond Fnd R2 | Mutual Funds | — | — | $1.2M | 5.1% | |
| Columbia Acorn Fund A | Other securities | — | — | $1.2M | 4.8% | |
| UBS Select Treasury Insitutional Fund | Other securities | — | — | $100K | 0.4% | |
| Interest Bearing Cash | Cash / Money Market | — | $10K | $10K | <0.1% |
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 |
|---|---|---|---|---|---|
| NWPS | — | TOWSON, MD | N/A | $143K | — |
| IBEW LOCAL UNION 94 | — | EAST WINDSOR, NJ | UNION | $8K | — |
