Paul Gualdoni signed Board of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund's EIN is 23-7205462.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Sheet Metal Workers Local No. 292 S.U.B. Fund 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 |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | — | NONE | $74K | — |
| MORGAN STANLEY SMITH BARNEY, LLC | 20-8764829 | — | NONE | $17K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | SEE ATTACHED | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Federated Hermes Govt Obl Avr | Other securities | — | $286K | $286K | 9.9% | |
| Allspring Mngd Acct Corbld Cp | Other securities | — | $236K | $238K | 8.3% | |
| S iShares Core S & P 500 ETF | Mutual Funds | — | $57K | $110K | 3.8% | |
| Conocophillips Co 5.300% due 05/15/2053 | Bonds / Notes | — | $50K | $47K | 1.6% | |
| JPMorgan Chase & Co 5.350% due 06/01/2034 | Bonds / Notes | — | $45K | $46K | 1.6% | |
| United States Government U.S. Treasury nt 3.250% due 06/30/2029 | Bonds / Notes | — | $43K | $44K | 1.5% | |
| Pfizer Investment Enterprises Pte Ltd 4.450% due 05/19/2026 | Bonds / Notes | — | $39K | $40K | 1.4% | |
| United States Government Fed Farm Cr Bk 5.480% due 10/02/2028 | Bonds / Notes | — | $40K | $40K | 1.4% | |
| Beaumont Tex Indpt Sch Dist 5.410% due 02/15/2027 | Bonds / Notes | — | $41K | $40K | 1.4% | |
| MUNICIPAL BONDS Rhode Island Hsg Mtg Fin Corp 3.836% due 04/01/2025 | Bonds / Notes | — | $43K | $40K | 1.4% | |
| Morgan Stanley Bank N.A. Money Market Fund | Cash / Money Market | — | $40K | $40K | 1.4% | |
| Granite City Ill 4.680% due 03/01/2047 | Bonds / Notes | — | $43K | $36K | 1.2% | |
| United States Government U.S. Treasury nt 4.000% due 02/15/2034 | Bonds / Notes | — | $34K | $34K | 1.2% | |
| San Francisco Calif City & Cnty Redev 4.375% due 08/01/2044 | Bonds / Notes | — | $44K | $34K | 1.2% | |
| ST of New York Auth 3.879% due 07/01/2046 | Bonds / Notes | — | $44K | $32K | 1.1% | |
| California St Univ Rev 3.065% due 11/01/2042 | Bonds / Notes | — | $40K | $30K | 1.1% | |
| United States Government GNMA 2.000% due 11/20/2050 | Agency / Mortgage-Backed | — | $27K | $28K | 1.0% | |
| United States Government U.S. Treasury bd 4.125% due 08/15/2053 | Bonds / Notes | — | $29K | $28K | 1.0% | |
| United States Government U.S. Treasury nt 4.125% due 07/31/2028 | Bonds / Notes | — | $25K | $25K | 0.9% | |
| United States Government FNMA 4.000% due 01/01/2053 | Agency / Mortgage-Backed | — | $23K | $24K | 0.8% | |
| United States Government FNMA 3.000% due 04/01/2052 | Agency / Mortgage-Backed | — | $18K | $18K | 0.6% | |
| United States Government FNMA 5.5005 due 10/01/2053 | Agency / Mortgage-Backed | — | $17K | $17K | 0.6% | |
| United States Government U.S. Treasury nt 3.625% due 08/31/2029 | Bonds / Notes | — | $15K | $15K | 0.5% | |
| Welltower Inc Common Stock | Common Stocks | — | $7K | $13K | 0.4% | |
| American Homes 4 Rent CL A Common Stock 452 American Tower Corp Common Stock | Common Stocks | — | $10K | $12K | 0.4% | |
| Apple Inc 3.350% due 08/08/2032 | Bonds / Notes | — | $11K | $11K | 0.4% | |
| United States Government FNMA 4.500% due 01/01/2055 | Agency / Mortgage-Backed | — | $9K | $9K | 0.3% | |
| Continued Amazon Com Inc Common Stock | Common Stocks | — | $5K | $9K | 0.3% | |
| United States Government FNMA 4.000% due 09/01/2052 | Agency / Mortgage-Backed | — | $9K | $9K | 0.3% | |
| Novo Nordisk A/S Adr Common Stock 857 681 Nvidia Corporation Common Stock 326 | Common Stocks | — | — | $8K | 0.3% | |
| Sony Group corporation Adr Common Stock | Common Stocks | — | $5K | $8K | 0.3% | |
| AIA Group Ltd spon Adr Common Stock 891 Allianz Se Adr Common Stock | Common Stocks | — | $5K | $8K | 0.3% | |
| United States Government FNMA 4.500% due 07/01/2052 | Agency / Mortgage-Backed | — | $8K | $8K | 0.3% | |
| Banco Santander S.A/ Common Stock | Common Stocks | — | $4K | $8K | 0.3% | |
| Lloyds Banking Group Plc Common Stock | Common Stocks | — | $5K | $8K | 0.3% | |
| Enel Societa Per Azioni Adr Common Stock | Common Stocks | — | $7K | $8K | 0.3% | |
| United States Government U.S. Treasury bd 3.000% due 02/15/2049 | Bonds / Notes | — | $10K | $8K | 0.3% | |
| Crown Castle Inc Common Stock | Common Stocks | — | $7K | $7K | 0.3% | |
| Nestle Spon Adr Rep Reg Shr Common Stock | Common Stocks | — | $6K | $7K | 0.2% | |
| Upm Kymmene Corp Adr Common Stock 700 Utd Overseas Bk Ltd Spon Adr Common Stock | Common Stocks | — | $5K | $7K | 0.2% | |
| AND NOTES Nextera Energy Capital Holdings Inc 4.625% due 07/15/2027 | Corporate Bonds | — | $7K | $7K | 0.2% | |
| SSE Plc Spon Adr Common Stock | Common Stocks | — | $7K | $7K | 0.2% | |
| British Amer Tob Spon Adr Common Stock | Common Stocks | — | $6K | $7K | 0.2% | |
| JPMorgan Chase & Co 3.328% due 04/22/2052 | Bonds / Notes | — | $7K | $7K | 0.2% | |
| GSK Plc Adr Common Stock | Common Stocks | — | $7K | $7K | 0.2% | |
| Sap Ag Common Stock | Common Stocks | — | $4K | $7K | 0.2% | |
| Equinix Inc Common Stock | Common Stocks | — | $6K | $7K | 0.2% | |
| Fujitsu Ltd Adr Common Stock | Common Stocks | — | $5K | $7K | 0.2% | |
| Snam SPA Adr Common Stock | Common Stocks | — | $7K | $7K | 0.2% | |
| Lowe's Cos Inc 5.625% due 04/15/2053 | Bonds / Notes | — | $7K | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| THE SEGAL COMAPNY |
| 13-1975125 |
| — |
| NONE |
| $8K |
| — |
| WATKINS, PAWLICK, CALATI & PRIFTI | 83-2893229 | — | SEE ATTACHED | $7K | — |
| CLEARBRIDGE INVESTMENTS | — | NEW YORK, NY | NONE | $0 | — |
| CUMBERLAND FINANCIAL | — | LEXINGTON, KY | NONE | $0 | — |
| DELAWARE INVESTMENTS | — | PHILADELPHIA, PA | NONE | $0 | — |
| ARISTOTLE INVESTMENTS | — | MILWAUKEE, WI | NONE | $0 | — |
