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 money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK M VACCARO & ASSOCIATES | 23-2148100 | — | NONE | $38K | — |
| GRAYSTONE CONSULTING |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $118.2M | 75.2% | |
| [Assets held in common collective trust] | Other | — | — | $13.4M | 8.6% | |
| IBEW-NECA EQUITY INDEX FUND ASB CAPITAL MANAGEMENT LLC · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $13.4M | 8.6% | |
| [Assets held in pooled separate account] | Other | — | — | $6.5M | 4.2% | |
| LARGE CAP VALUE / LSV ASSET MANAGEM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $3.4M | 2.1% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $3.2M | 2.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.4M | 0.9% |
| 20-8764829 |
| — |
| NONE |
| $26K |
| — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $26K | — |
