IBEW AFL-CIO Local Union 743 NECA Penn-del-Jersey Chapter Reading DIVI's EIN is 23-2177602.
Download the official 2024 Form 5500 (PDF) for IBEW AFL-CIO Local Union 743 NECA Penn-del-Jersey Chapter Reading DIVI from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW AFL-CIO Local Union 743 NECA Penn-del-Jersey Chapter Reading DIVI's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT SERVICES | 80-0709115 | WESTWOOD, MA | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | RALEIGH, NC |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2025 FUND | Mutual Funds | — | — | $14.5M | 11.6% | |
| VANGUARD TARGET RETIREMENT 2030 FUND | Mutual Funds | — | — | $14.1M | 11.2% | |
| VANGUARD TARGET RETIREMENT 2035 FUND | Mutual Funds | — | — | $12.7M | 10.1% | |
| VANGUARD TARGET RETIREMENT 2040 FUND | Mutual Funds | — | — | $8.8M | 7.0% | |
| STABLE VALUE FUND, SERIES 25157 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $7.9M | 6.3% | |
| VANGUARD TARGET RETIREMENT 2045 FUND | Mutual Funds | — | — | $6.8M | 5.4% | |
| VANGUARD INFO TECH INDEX ADM | Mutual Funds | — | — | $6.8M | 5.4% | |
| JP MORGAN LARGE GROWTH R6 | Other securities | — | — | $6.3M | 5.0% | |
| VANGUARD TARGET RETIREMENT 2020 FUND | Mutual Funds | — | — | $5.4M | 4.3% | |
| VANGUARD TARGET RETIREMENT 2050 FUND | Mutual Funds | — | — | $5.0M | 4.0% | |
| VANGUARD 500 INDEX FD ADM | Common Collective Trusts | — | — | $4.9M | 3.9% | |
| VANGUARD TARGET RETIREMENT 2055 FUND | Mutual Funds | — | — | $3.8M | 3.0% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.5% | |
| COMMON COLLECTIVE TRUST COLUMBIA TR DIV INC INST 300 | Common Collective Trusts | — | — | $2.4M | 1.9% | |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $2.4M | 1.9% | |
| FEDERATED HERMES INST HIGH YIELD BD I | Other securities | — | — | $2.0M | 1.6% | |
| VANGUARD TARGET RETIREMENT INCOME FUND | Mutual Funds | — | — | $2.0M | 1.6% | |
| T ROWE PRICE HEALTH SCIENCES FUND | Mutual Funds | — | — | $1.7M | 1.4% | |
| JANUS HENDERSON ENTERPRISE FUND I | Mutual Funds | — | — | $1.6M | 1.3% | |
| VANGUARD EUROPACIFIC GROWTH R6 | Mutual Funds | — | — | $1.5M | 1.2% | |
| VANGUARD TARGET RETIREMENT 2060 FUND | Mutual Funds | — | — | $1.5M | 1.2% | |
| FIDELITY TOTAL BOND | Mutual Funds | — | — | $1.4M | 1.1% | |
| JP MORGAN MID CAP VALUE L | Other securities | — | — | $1.4M | 1.1% | |
| T ROWE PRICE CAPITAL APPRECIATION I | Mutual Funds | — | — | $1.2M | 1.0% | |
| VANGUARD SMALL CAP INDEX FD ADM | Mutual Funds | — | — | $1.2M | 1.0% | |
| VANGUARD MATERIALS IND FD ADM | Mutual Funds | — | — | $765K | 0.6% | |
| FRANKLIN UTILITIES FUND R6 | Mutual Funds | — | — | $721K | 0.6% | |
| VANGUARD ENERGY INDEX FD ADM | Mutual Funds | — | — | $642K | 0.5% | |
| VANGUARD FINANCIALS INDEX ADM SH | Mutual Funds | — | — | $609K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Mutual Funds | — | — | $586K | 0.5% | |
| S (CONTINUED) VANGUARD TARGET RETIREMENT 2065 FUND | Mutual Funds | — | — | $573K | 0.5% | |
| VANGUARD MID CAP INDEX ADM | Mutual Funds | — | — | $522K | 0.4% | |
| S AMERICAN CENT SM CAP VAL R6 | Mutual Funds | — | — | $406K | 0.3% | |
| DODGE & COX INTL STOCK I | Mutual Funds | — | — | $367K | 0.3% | |
| AMERICAN NEW WORLD FUND R6 | Other securities | — | — | $254K | 0.2% | |
| PRINCIPAL SMCAP GROWTH I R6 | Other securities | — | — | $202K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $82K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEYER UNKOVIC & SCOTT LLP | 25-4008021 | PITTSBURGH, PA | NONE | $30K | — |
| FABIAN & BYRN, TPA | 25-1914887 | ROSELAND, NJ | NONE | $26K | — |
| LAWRENCE C. MUSGROVE ASSOCIATES | 54-0759756 | SALEM, VA | NONE | $23K | — |
| ALAN ROSS & COMPANY PC | 20-5367494 | READING, PA | NONE | $12K | — |
