Trustees of the Sheet Metal Workers Local 44's EIN is 23-6751172.
Download the official 2024 Form 5500 (PDF) for Trustees of the Sheet Metal Workers Local 44 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of the Sheet Metal Workers Local 44's plan includes profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERKSHIRE ASSET MANAGEMENT | 26-0256914 | WILKES BARRE, PA | NONE | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $18.5M | 36.1% | |
| GROUP ANNUITY CONTRACT GUARANTEED INTEREST ACCT | Common Stocks | — | — | $15.4M | 30.1% | |
| VANGUARD FTSE ALL-WORLD INDEX FUND ADMIRAL | Common Collective Trusts | — | — | $4.5M | 8.8% | |
| VANGUARD WINDSOR FUND ADMIRAL SHARES | Mutual Funds | — | — | $2.2M | 4.2% | |
| VANGUARD 500 INDEX ADMIRAL SHARES | Common Collective Trusts | — | — | $1.9M | 3.7% | |
| SAMLL CAP VALUE VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $1.9M | 3.6% | |
| PARTICIPANT LOANS 4.25% - 9.50% | Bonds / Notes | — | — | $1.7M | 3.4% | |
| S AMERICAN FUNDS AMERICAN BALANCED FUND R6 | Mutual Funds | — | — | $1.6M | 3.1% | |
| VANGUARD TOTAL BOND MARKET INDEX FUND | Common Collective Trusts | — | — | $1.4M | 2.8% | |
| SMALL CAP GROWTH EMERALD FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 540 | Pooled Separate Account | — | — | $1.4M | 2.7% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $296K | 0.6% | |
| AMERICAN FUNDS U.S. GOVERNMENT SECURITIES R6 | Mutual Funds | — | — | $91K | 0.2% | |
| VANGUARD MID CAP INDEX FUND | Common Collective Trusts | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWRENCE C. MUSGROVE ASSOCIATES | 54-0759756 | SALEM, VA | NONE | $26K | — |
| ALAN ROSS AND COMPANY PC | 20-5367494 | READING, PA | NONE | $9K | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | WASHINGTON, DC | NONE | $9K | — |
