Carlo Simone III signed United Steelworkers Local 286 Severance/ 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Steelworkers Local 286 Severance/ 401(k) Plan's EIN is 23-2059315.
Download the official 2024 Form 5500 (PDF) for United Steelworkers Local 286 Severance/ 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Steelworkers Local 286 Severance/ 401(k) Plan's plan includes money-purchase contributions, profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 Fund C1R 300,190 | Other securities | — | — | $4.8M | 11.5% | |
| T. Rowe Price Retirement 2030 Fund C1R 187,213 | Other securities | — | — | $4.7M | 11.1% | |
| Eaton Vance SMID 101,150 | Other securities | — | — | $3.5M | 8.3% | |
| T. Rowe Price Retirement 2035 Fund C1R 142,307 | Other securities | — | — | $2.9M | 6.9% | |
| T. Rowe Price Retirement 2020 Fund C1R 155,587 | Other securities | — | — | $2.8M | 6.7% | |
| T. Rowe Price Retirement 2040 Fund C1R 93,844 | Other securities | — | — | $2.8M | 6.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 5.2% | |
| T. Rowe Price Retirement Balanced Fund C1R 158,694 | Other securities | — | — | $2.1M | 5.0% | |
| Putnam Stable Value Fund - participant directed 2,089,494 | Stable Value | — | — | $2.1M | 5.0% | |
| T. Rowe Price Retirement 2050 Fund C1R 111,656 | Other securities | — | — | $2.1M | 4.9% | |
| T. Rowe Price Retirement 2045 Fund C1R 87,726 | Other securities | — | — | $1.9M | 4.5% | |
| PUTNAM S&P 500 INDEX FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-2884233 / PN 201 | Common Collective Trust | — | — | $1.9M | 4.5% | |
| T. Rowe Price Retirement 2015 Fund C1R 126,548 | Other securities | — | — | $1.6M | 3.7% | |
| T. Rowe Price Retirement 2055 Fund C1R 80,145 | Other securities | — | — | $1.6M | 3.7% | |
| MFS Moderate Allocation Fund, Class R2 71,811 | Mutual Funds | — | — | $1.3M | 3.2% | |
| MFS Growth Allocation Fund, Class R2 41,481 | Mutual Funds | — | — | $969K | 2.3% | |
| T. Rowe Price Retirement 2060 Fund C1R 56,962 | Other securities | — | — | $927K | 2.2% | |
| JP Morgan Large Cap Growth R6 10,885 | Other securities | — | — | $912K | 2.2% | |
| T. Rowe Price Retirement 2065 Fund C1R 45,558 | Other securities | — | — | $581K | 1.4% | |
| Putnam Equity Income Account 16,830 | Mutual Funds | — | — | $580K | 1.4% | |
| Participant loans 4.25-9.50 % 3/2025-11/2029 | Bonds / Notes | — | — | $443K | 1.1% | |
| Lord Abbett Total Return Fund 44,678 | Mutual Funds | — | — | $386K | 0.9% | |
| MFS Conservative Allocation Fund, Class R2 21,533 | Mutual Funds | — | — | $338K | 0.8% | |
| Putnam Stable Value Fund - non participant directed | Stable Value | — | $97K | $97K | 0.2% | |
| American Funds EuroPacific GR R6 1,178 | Mutual Funds | — | — | $63K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-0724665 |
| — |
| SPONSORING LABOR ORG. |
| $505K |
| — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $45K | — |
| FOSTER & FOSTER, INC. | 59-1921114 | — | NONE | $26K | — |
| SPEAR WILDERMAN, P.C. | 23-2749511 | — | NONE | $25K | — |
| LITTLER MENDELSON, P.C. | 94-2602731 | — | NONE | $25K | — |
| MORGAN STANLEY SMITH BARNEY | 13-2655998 | — | NONE | $13K | — |
| XPAN LAW PARTNERS, LLC | 81-5145649 | — | NONE | $11K | — |
| CARLO SIMONE, III | 23-0724665 | — | EMPLOYEE | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NONE | $0 | — |
