International Union of Operating Engineers Local 95, 95A, 950's EIN is 25-0568547.
Download the official 2024 Form 5500 (PDF) for International Union of Operating Engineers Local 95, 95A, 950 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)International Union of Operating Engineers Local 95, 95A, 950's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERISERV WEALTH & CAPITAL MGMT | — | JOHNSTOWN, PA | INVESTMENT MANAGER | $43K | — |
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 | — | — | $10.7M | 99.4% | |
| PATHROAD BALANCED GROWTH & INCOME AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080038 / PN 001 | Common Collective Trust | — | — | $1.3M | 12.2% | |
| PATHROAD CAPITAL APPRECIATION & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080043 / PN 001 | Common Collective Trust | — | — | $1.1M | 10.4% | |
| PATHROAD LONG TERM EQUITY INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080047 / PN 001 | Common Collective Trust | — | — | $1.0M | 9.3% | |
| PATHROAD STRATEGIC LONG TERM EQUITY AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1912135 / PN 001 | Common Collective Trust | — | — | $498K | 4.6% | |
| PATHROAD CONSERVATIVE GROWTH & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080035 / PN 001 | Common Collective Trust | — | — | $206K | 1.9% | |
| PATHROAD STRATEGIC BAL GROWTH INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1945731 / PN 001 | Common Collective Trust | — | — | $158K | 1.5% | |
| PATHROAD CONSERVATIVE FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080030 / PN 001 | Common Collective Trust | — | — | $114K | 1.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS INC · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $38K | 0.4% | |
| PATHROAD STRATEGIC CAP APPRECIATION AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1933023 / PN 001 | Common Collective Trust | — | — | $13K | 0.1% | |
| PATHROAD INTERMEDIATE TERM FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080032 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
