Larry McGann signed National Elevator Industry Office Employees Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Elevator Industry Office Employees Pension Plan's EIN is 23-2624860.
Download the official 2024 Form 5500 (PDF) for National Elevator Industry Office Employees Pension Plan 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | 84-0467907 | — | RECORDKEEPER | $0 | — |
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 2030 CIT T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $6.5M | 27.2% | |
| T. ROWE PRICE RETIREMENT 2040 CIT T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.8M | 16.0% | |
| FIDELITY BLUECHIP GROWTH COMMINGLED FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $2.6M | 10.7% | |
| VANGUARD INSTITUTIONAL INDEX FUND 5,227 (f) | Common Collective Trusts | — | — | $2.5M | 10.4% | |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY 3.000% 12/31/24 | Bonds / Notes | — | — | $2.3M | 9.4% | |
| JANUS HENDERSON US SMID CAP GRWTH GREAT GRAY · EIN 38-7312997 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.1% | |
| LOOMIS SAYLES CORE FIXED INCOME TR LOOMIS SAYLES FUNDS · EIN 84-6391546 / PN 015 | Common Collective Trust | — | — | $1.2M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2050 CIT T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $749K | 3.1% | |
| T. ROWE PRICE RETIREMENT 2020 CIT T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $748K | 3.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND 10,511 (f) | Mutual Funds | — | — | $565K | 2.4% | |
| WEDGE QVM SMID CAP VALUE CIT A COMERICA BANK · EIN 93-6820391 / PN 001 | Common Collective Trust | — | — | $528K | 2.2% | |
| BNYM NEWTON NSL US DYNAMIC LG CAP S BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 187 | Common Collective Trust | — | — | $483K | 2.0% | |
| ARROWSTREET GLOBAL EQUITY ACWI CIT GLOBAL TRUST COMPANY · EIN 37-6607043 / PN 002 | Common Collective Trust | — | — | $347K | 1.4% | |
| VANGUARD BALANCED INDEX FUND 5,907 (f) | Common Collective Trusts | — | — | $286K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2010 CIT T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $117K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2060 CIT T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $48K | 0.2% | |
| DFA GLOBAL ALLOCATION 60/40 PORT INSTL 654 (f) | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
National Elevator Industry Office Employees Pension Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
