Iron Workers District Council of Southern Ohio & Vicinity's EIN is 31-6108920.
Download the official 2024 Form 5500 (PDF) for Iron Workers District Council of Southern Ohio & Vicinity from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iron Workers District Council of Southern Ohio & Vicinity's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $397K | — |
| Name | EIN |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual Stable Value SAGIC 21119 | Stable Value | — | — | $156.8M | 29.4% | |
| Vanguard LifeStrategy Income Fund Investor Shares | Mutual Funds | — | — | $155.3M | 29.1% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $35.7M | 6.7% | |
| American Funds The Growth Fund of America Class R6 | Mutual Funds | — | — | $34.3M | 6.4% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares | Mutual Funds | — | — | $27.9M | 5.2% | |
| Neuberger Berman Genesis Fund Class R6 | Other securities | — | — | $27.0M | 5.1% | |
| American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $17.2M | 3.2% | |
| PGIM Jennison Mid-Cap Growth Fund Class A | Other securities | — | — | $16.8M | 3.2% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor Shares | Mutual Funds | — | — | $13.6M | 2.6% | |
| Vanguard LifeStrategy Growth Fund Investor Shares | Mutual Funds | — | — | $10.5M | 2.0% | |
| Eaton Vance Large-Cap Value Fund Class I | Other securities | — | — | $10.1M | 1.9% | |
| Ariel Fund Investor Class | Other securities | — | — | $7.3M | 1.4% | |
| and various maturity dates - | Other securities | — | — | $7.2M | 1.3% | |
| PIMCO Total Return Fund IV Institutional Class | Mutual Funds | — | — | $6.4M | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IWDC OF SO OH BENEFIT TRUST | 31-0557391 | — | RELATED FUND | $473K | — |
| OVERMYER HALL ASSOCIATES | — | COLUMBUS, OH | NONE | $90K | — |
| FAULKNER, HOFFMAN & PHILLIPS, LLP | 34-1909706 | — | NONE | $72K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $64K | — |
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | NONE | $61K | — |
| IWDC OF SO OH PENSION TRUST | 31-6038516 | — | RELATED FUND | $35K | — |
| VOLO TECHNOLOGIES | — | FOLSOM, CA | NONE | $25K | — |
| DATAMATION IMAGING SERVICES | — | WILLOWBROOK, IL | NONE | $16K | — |
| QUALITY PUBLISHING COMPANY | 31-0792584 | — | NONE | $10K | — |
| NEPHOX, LLC | 87-4119828 | — | NONE | $8K | — |
| U.S. BANK | — | MINNEAPOLIS, MN | NONE | $7K | — |
