Trustees of Teamsters Local 929 Retirement Plan's EIN is 23-2592447.
Download the official 2024 Form 5500 (PDF) for Trustees of Teamsters Local 929 Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Teamsters Local 929 Retirement Plan'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 PLAN SERVIC | 45-3008106 | — | NONE | $137K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMINISTRATIVE SERVICE PROFESSIONAL | 20-4056745 | — | NONE | $154K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | $10.0M | $13.7M | 41.7% | |
| John Hancock Bond Fund R6 | Other securities | — | $12.3M | $11.7M | 35.6% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | $2.1M | $2.1M | 6.4% | |
| Blackrock Global Allocation Fund | Other securities | — | $1.5M | $1.6M | 4.7% | |
| Aberdeen US Small Cap Equity Fund | Other securities | — | $845K | $992K | 3.0% | |
| Macquarie Small Cap Core | Other securities | — | $845K | $943K | 2.9% | |
| Participant loans 7.25-9.5% - | Bonds / Notes | — | — | $863K | 2.6% | |
| PGIM Short Duration High Yield Income Fund | Other securities | — | $605K | $610K | 1.9% | |
| Republic Bank | Other securities | — | $443K | $443K | 1.3% | |
| Federated Govt Obligations Adm | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RBC WEALTH MANAGEMENT |
| 41-1416330 |
| — |
| NONE |
| $25K |
| — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $13K | — |
| SPEAR WILDERMAN PC | 23-2749511 | — | NONE | $8K | — |
