Laborers Union Local No. 1174 Annuity Fund's EIN is 25-6709152.
Download the official 2024 Form 5500 (PDF) for Laborers Union Local No. 1174 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Laborers Union Local No. 1174 Annuity Fund'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 |
|---|---|---|---|---|---|
| HAND BENEFITS & TRUST COMPANY | 16-1065416 | HUNTINGDON VALLEY, PA | NONE | $80K | — |
| 90 DEGREE BENEFITS | 25-1319965 | HARRISBURG, PA | NONE | $53K | — |
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | ALLENTOWN, PA | NONE | $50K | — |
| O'DONOGHUE & O'DONOOGHUE | 53-0120528 | PHILADELPHIA, PA |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGETED RETIREMENT 2030 | Mutual Funds | — | — | $6.2M | 22.2% | |
| VANGUARD TARGETED RETIREMENT 2035 | Mutual Funds | — | — | $4.5M | 16.1% | |
| VANGUARD TARGETED RETIREMENT 2025 | Mutual Funds | — | — | $3.8M | 13.7% | |
| VANGUARD TARGETED RETIREMENT 2040 | Mutual Funds | — | — | $3.6M | 12.9% | |
| VANGUARD TARGETED RETIREMENT 2020 | Mutual Funds | — | — | $1.7M | 6.0% | |
| VANGUARD TARGETED RETIREMENT 2050 | Mutual Funds | — | — | $1.6M | 5.7% | |
| VANGUARD TARGETED RETIREMENT 2045 | Mutual Funds | — | — | $1.6M | 5.6% | |
| VANGUARD TARGETED RETIREMENT 2055 | Mutual Funds | — | — | $1.1M | 4.1% | |
| VANGUARD TARGETED RETIREMENT 2060 | Mutual Funds | — | — | $1.1M | 3.8% | |
| VANGUARD TARGET RETIREMENT INCOME | Mutual Funds | — | — | $905K | 3.2% | |
| JPMORGAN LARGE CAP GROWTH | Other securities | — | — | $463K | 1.7% | |
| MET LIFE STABLE VALUE FUND 25053 RELIANT TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $331K | 1.2% | |
| COLUMBIA DIVIDEND INCOME INST3 | Other securities | — | — | $181K | 0.6% | |
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $178K | 0.6% | |
| VANGUARD TARGETED RETIREMENT 2065 | Mutual Funds | — | — | $136K | 0.5% | |
| CHAMPLAIN MID CAP | Other securities | — | — | $112K | 0.4% | |
| CASH FIRST NATIONAL BANK MONEY MARKET ACCOUNT | Cash / Money Market | — | — | $56K | 0.2% | |
| JH DISCIPLINED VALUE MID CAP R6 | Other securities | — | — | $53K | 0.2% | |
| MFS INTERNATIONAL EQUITY R6 | Mutual Funds | — | — | $44K | 0.2% | |
| FIDELITY TOTAL BOND K6 | Mutual Funds | — | — | $40K | 0.1% | |
| DRIEHAUS EMERGING MARKETS GROWTH | Other securities | — | — | $15K | <0.1% | |
| S AMERCENT SMALL CAP VALUE | Mutual Funds | — | — | $11K | <0.1% | |
| FIDELITY SMALL CAP GROWTH K6 | Mutual Funds | — | — | $8K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $23K |
| — |
| ALAN ROSS & COMPANY PC | 20-5367494 | READING, PA | NONE | $9K | — |
