IBEW Local 712 Profit Sharing Plan's EIN is 25-1297810.
Download the official 2024 Form 5500 (PDF) for IBEW Local 712 Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local 712 Profit Sharing Plan's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY CO. OF AMERICA | — | GREENWOOD VILLAGE, OH | RECORDKEEPER | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL | 06-1050034 | — | NONE | $217K | — |
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 | |||||
|---|---|---|---|---|---|---|
| IBEW/NECA EQUITY INDEX FUND CHEVY CHASE TRUST · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $37.2M | 38.4% | |
| EAIC Empower Guaranteed Income Fund *** | Other securities | — | — | $8.4M | 8.7% | |
| American Funds 2050 Target R6 | Mutual Funds | — | — | $6.2M | 6.4% | |
| American Funds 2040 Target R6 | Mutual Funds | — | — | $6.0M | 6.2% | |
| American Funds 2060 Target R6 | Mutual Funds | — | — | $3.5M | 3.6% | |
| EAIC Lg Cap Growth II | Other securities | — | — | $3.4M | 3.5% | |
| LARGE CAPITAL GROWTH II PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $3.4M | 3.5% | |
| American Funds 2055 Target R6 | Mutual Funds | — | — | $2.9M | 3.0% | |
| American Funds 2045 Target R6 | Mutual Funds | — | — | $2.9M | 2.9% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $2.8M | 2.9% | |
| CORE BOND ENHANCED INDEX PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 036 | Pooled Separate Account | — | — | $2.8M | 2.9% | |
| American Funds 2030 Target R6 | Mutual Funds | — | — | $2.8M | 2.8% | |
| CAPITAL GROUP EUROPACIFIC GROWTH PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.0M | 2.1% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $1.9M | 2.0% | |
| American Funds 2035 Target R6 | Mutual Funds | — | — | $1.6M | 1.6% | |
| BALANCED I FUND PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 084 | Pooled Separate Account | — | — | $1.5M | 1.6% | |
| Wasatch Core Growth Fund Institutional | Other securities | — | — | $1.5M | 1.5% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $1.4M | 1.4% | |
| American Funds 2065 Target R6 | Mutual Funds | — | — | $1.2M | 1.2% | |
| MIDCAP VALUE ROBECO BOSTON PARTNERS PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $1.0M | 1.1% | |
| American Funds 2025 Target R6 | Mutual Funds | — | — | $1.0M | 1.0% | |
| American Funds 2020 Target R6 | Mutual Funds | — | — | $984K | 1.0% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $946K | 1.0% | |
| American Funds 2015 Target R6 | Mutual Funds | — | — | $575K | 0.6% | |
| SMALL CAP VALUE/VICTORY FUND PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $534K | 0.6% | |
| Participant Loans ranging from 1 to 15 years maturity with interest rates of 4.25% - 9.50% -0- | Bonds / Notes | — | — | $382K | 0.4% | |
| American Funds 2010 Target R6 | Mutual Funds | — | — | $344K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CDS ADMINISTRATORS | — | PITTSBURGH, PA | NONE | $40K | — |
| BOLTON PARTNERS INC | — | BALTIMORE, MD | NONE | $33K | — |
| PACKER THOMAS | 34-1667340 | NEW CASTLE, PA | NONE | $22K | — |
| MEYER, UNKOVIC & SCOTT LLP | 25-4008021 | PITTSBURGH, PA | NONE | $18K | — |
