William Adams - Union Trustee signed IBEW LU 654 Pension Fund Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW LU 654 Pension Fund Trustees' EIN is 23-6538183.
Download the official 2024 Form 5500 (PDF) for IBEW LU 654 Pension Fund Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW LU 654 Pension Fund Trustees' plan includes a defined-benefit pension formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | 42-1520346 | — | NONE | $9K | — |
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.
| % of plan | |||
|---|---|---|---|
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $18.5M | 12.2% |
| NEWTOWER TRUST COMPANY MULTI-EMPLOY NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $11.4M | 7.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEDGE CAPITAL MANAGEMENT LLP | 56-1557450 | — | NONE | $89K | — |
| BLACKSTONE ALTERNATIVE ASSET MGMT | 13-3702086 | — | NONE | $69K | — |
| NATIONAL REAL ESTATE ADVISORS, LLC | 26-2237421 | — | NONE | $0 | — |
| HAMILTON LANE ADVISOR, LLC | 23-2962336 | — | NONE | $0 | — |
| NB ALTERNATIVES ADVISERS, LLC | 30-0536163 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON TRUST & INVESTMENT MGT CO | 04-2273811 | — | NONE | $108K | — |
| SAGE ADVISORY SERVICES, LTD. CO. | 74-2798841 | — | NONE | $97K | — |
| GRAYSTONE/MORGAN STANLEY | 20-8764829 | — | NONE | $50K | — |
| THE MCKEOGH COMPANY | 23-3003375 | — | NONE | $45K | — |
| KOHLBERG KRAVIS ROBERTS & CO. L.P. | 13-2857105 | — | NONE | $34K | — |
| FRANK M. VACCARO & ASSOCIATES INC | 23-3013555 | — | NONE | $30K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $29K | — |
| WELLS FARGO | 41-0449260 | — | NONE | $18K | — |
| SPEAR WILDERMAN P.C. | 23-2331913 | — | NONE | $15K | — |
| FOX ROTHSCHILD LLP | 23-1404723 | — | NONE | $14K | — |
| NEWTOWER TRUST COMPANY | 30-0872552 | — | NONE | $0 | — |
