William Kolfenbach signed Iron Workers Local 404's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iron Workers Local 404's EIN is 25-1754959.
Download the official 2024 Form 5500 (PDF) for Iron Workers Local 404 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iron Workers Local 404's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | CONTRACT ADMINISTRATOR | $51K | — |
| VANGUARD | 23-1999755 | — | INVESTMENT PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| MM S&P 500 INDEX MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.3M | 3.1% |
| MASS MUTUAL EQUITY OPPORTUNITIES MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | $856K | 1.1% |
| AMERICAN FUNDS EUROPACIFIC GROWTH AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $484K | 0.6% |
| MASS MUTUAL MID CAP GROWTH MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | $292K | 0.4% |
| MASS MUTUAL SMALL CAP GROWTH MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | $123K | 0.2% |
| VANGUARD SMALL CAP INDEX VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $66K | <0.1% |
| MASS MUTUAL HIGH YIELD MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | $63K | <0.1% |
| VANGUARD MID CAP INDEX VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $29K | <0.1% |
| MM US GOVT MONEY MARKET MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | $21K | <0.1% |
| MASS MUTUAL TOTAL RETURN BOND MASS MUTUAL LIFE INSURANCE CO. · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASS MUTUAL SMALL COMPANY VALUE MASS MUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| MORGAN STANLEY SMITH BARNEY | — | WYOMISSING, PA | ADVISOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON WORKERS DIST. COUNCIL OF PHILA | — | PHILADELPHIA, PA | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | — | PHILADELPHIA, PA | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARY, JOSEM & TRIGIANI, LLP | — | PHILADELPHIA, PA | NONE | $30K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $18K | — |
| JP MORGAN | 33-1043149 | — | INVESTMENT PROVIDER | $0 | — |
| MANNING & NAPIER | 16-1371994 | — | INVESTMENT PROVIDER | $0 | — |
| T. ROWE PRICE | 52-1827505 | — | INVESTMENT PROVIDER | $0 | — |
