Daniel Grace signed Board of Trustees Teamsters Local 830 Retirement Savings Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Teamsters Local 830 Retirement Savings Plan's EIN is 23-7367250.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Teamsters Local 830 Retirement Savings Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Teamsters Local 830 Retirement Savings Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCAL 830 PENSION FUND | 23-1990755 | — | RELATED FUND | $374K | — |
| BENEFIT PLANS ADMINISTRATIVE SERVIC | 16-1616474 | — | NONE | $276K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-1645832 | — | NONE | $54K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Baird Intermediate Bond 2,278,906 | Other securities | — | — | $23.4M | 22.0% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $21.4M | 20.1% | |
| Lazard International Equity R6 722,293 | Other securities | — | — | $11.3M | 10.6% | |
| Vanguard Extended Market 68,783 | Mutual Funds | — | — | $9.9M | 9.3% | |
| Vanguard 500 Index Admiral 15,905 | Common Collective Trusts | — | — | $8.6M | 8.1% | |
| Brown Adv Growth Equity Instl 465,319 | Other securities | — | — | $8.1M | 7.6% | |
| John Hancock Disciplined Value R6 338,084 | Other securities | — | — | $7.6M | 7.2% | |
| Vanguard Real Estate Index 33,395 | Mutual Funds | — | — | $4.2M | 4.0% | |
| Participants loans 3.25-8.50 % - | Bonds / Notes | — | — | $2.6M | 2.4% | |
| JP Morgan High Yield R6 378,559 | Other securities | — | — | $2.5M | 2.3% | |
| Amercent Small Cap Value 218,076 | Other securities | — | — | $2.3M | 2.2% | |
| Baird Midcap Instl 55,982 | Other securities | — | — | $1.3M | 1.2% | |
| PNC Bank | Other securities | — | $848K | $848K | 0.8% | |
| TARGET RETIREMENT 2060 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $301K | 0.3% | |
| TARGET RETIREMENT 2065 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 049 | Common Collective Trust | — | — | $210K | 0.2% | |
| TARGET RETIREMENT 2050 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $173K | 0.2% | |
| TARGET RETIREMENT 2055 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $161K | 0.2% | |
| TARGET RETIREMENT 2040 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $160K | 0.2% | |
| TARGET RETIREMENT 2045 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $112K | 0.1% | |
| Vanguard Total International Stock Index 2,371 | Mutual Funds | — | — | $75K | <0.1% | |
| Vanguard Total Bond Market 6,447 | Mutual Funds | — | — | $61K | <0.1% | |
| TARGET RETIREMENT 2035 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $40K | <0.1% | |
| TARGET RETIREMENT 2030 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $35K | <0.1% | |
| Vanguard FTSE All World 928 | Mutual Funds | — | — | $26K | <0.1% | |
| TARGET RETIREMENT 2025 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $25K | <0.1% | |
| Artisan Sustain Emg Markets 853 | Other securities | — | — | $15K | <0.1% | |
| Janus Henderson Triton I 378 | Mutual Funds | — | — | $10K | <0.1% | |
| TARGET RETIREMENT INCOME CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $8K | <0.1% | |
| Victory Sycamore Est Val R6 173 | Other securities | — | — | $8K | <0.1% | |
| TARGET RETIREMENT 2020 SL SF CL VI STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $54 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
