Kimberly Wood signed Composition Roofers Local 42 Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Composition Roofers Local 42 Pension Plan's EIN is 31-6127285.
Download the official 2024 Form 5500 (PDF) for Composition Roofers Local 42 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUND EVALUATION GROUP | 01-0694771 | CINCINNATI, OH | NONE | $67K | — |
| CUNI, RUST & STRENK | 31-1227755 | CINCINNATI, OH | NONE | $53K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | CINCINNATI, OH | NONE | $33K | — |
| AMERICAN BENEFIT CORPORATION |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral 177,505.325 shares | Common Collective Trusts | — | $13.8M | $25.0M | 40.9% | |
| Vanguard Total Bond Market Index Admiral 2,305,648.5620 shares | Mutual Funds | — | $21.5M | $21.9M | 35.7% | |
| Vanguard Total International Stock Index Admiral 257,994.3540 shares | Mutual Funds | — | $7.3M | $8.2M | 13.4% | |
| Tortoise Energy Infrastructure Total Return Institutional Class 154,977.3020 shares | Mutual Funds | — | $2.3M | $3.0M | 4.9% | |
| Vanguard Real Estate Index Admiral 21,833.1530 shares | Mutual Funds | — | $2.5M | $2.8M | 4.5% | |
| Interest-bearing cash * Charles Schwab Bank Cash balance | Mutual Funds | — | $20K | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 55-0672859 |
| CINCINNATI, OH |
| NONE |
| $24K |
| — |
| SEGAL SELECT INSURANCE | 46-0614919 | NEW YORK, NY | NONE | $20K | — |
| DGPERRY, PLLC | 83-3033790 | CANFIELD, OH | NONE | $18K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | MINNEAPOLIS, MN | NONE | $9K | — |
