Board of Trustees I.A.M. 401(k) Fund's EIN is 32-0443423.
Download the official 2024 Form 5500 (PDF) for Board of Trustees I.A.M. 401(k) Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees I.A.M. 401(k) Fund's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| IAM VANGUARD TARGET RETIREMENT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | $127.0M | $139.7M | 14.4% | |
| IAM VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | $81.0M | $90.1M | 9.3% | |
| VANGUARD R1000 GR INDEX MUTUAL FUND N/A | Mutual Funds | — | $45.7M | $88.5M | 9.1% | |
| IAM VANGUARD TARGET RETIREMENT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $64.8M | $72.6M | 7.5% | |
| VANGUARD INST INDEX MUTUAL FUND N/A | Mutual Funds | — | $35.8M | $64.9M | 6.7% | |
| IAM VANGUARD TARGET RETIREMENT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | $44.4M | $47.6M | 4.9% | |
| IAM VANGUARD TARGET RETIREMENT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | $36.8M | $40.5M | 4.2% | |
| IAM VANGUARD TARGET RETIREMENT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | $31.2M | $34.5M | 3.6% | |
| IAM VANGUARD TARGET RETIREMENT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | $30.6M | $34.2M | 3.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS N/A Varies 3.75% - 9.50% N/A - | Bonds / Notes | — | — | $33.3M | 3.4% | |
| BLACKROCK ADV SM CAP CORE MUTUAL FUND N/A | Other securities | — | $26.9M | $30.7M | 3.2% | |
| COMMON COLLECTIVE TRUSTS VANGUARD RET INC TR II CCT N/A | Common Collective Trusts | — | $26.2M | $27.9M | 2.9% | |
| IAM VANGUARD TARGET RETIREMENT INCO VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $27.9M | 2.9% | |
| IAM VANGUARD TARGET RETIREMENT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $25.5M | $27.6M | 2.8% | |
| VANGUARD TOTAL STOCK INDEX MUTUAL FUND N/A | Mutual Funds | — | $17.2M | $26.9M | 2.8% | |
| VANGUARD R1000 VALUE INDEX MUTUAL FUND N/A | Mutual Funds | — | $17.8M | $26.4M | 2.7% | |
| VANGUARD TOTAL INTER INDEX MUTUAL FUND N/A | Mutual Funds | — | $20.2M | $25.4M | 2.6% | |
| IAM VANGUARD TARGET RETIREMENT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | $17.7M | $19.6M | 2.0% | |
| PIMCO TOTAL RETURN MUTUAL FUND N/A | Mutual Funds | — | $14.8M | $15.3M | 1.6% | |
| AMERICAN CENTURY SM GROWTH MUTUAL FUND N/A | Other securities | — | $11.6M | $13.5M | 1.4% | |
| PARTICIPANT-DIRECTED BROKERAGE ACCOUNTS - | Self-Directed Brokerage | — | — | $9.8M | 1.0% | |
| IAM VANGUARD TARGET RETIREMENT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | $7.5M | $8.2M | 0.8% | |
| VANGUARD INFLATION PRO SEC MUTUAL FUND N/A | Mutual Funds | — | $3.8M | $3.8M | 0.4% | |
| METRO WEST TOT RETURN BOND MUTUAL FUND N/A | Other securities | — | $2.7M | $2.7M | 0.3% | |
| S ACADIAN EM MARKETS EQUITY MUTUAL FUND N/A | Mutual Funds | — | $2.1M | $2.5M | 0.3% | |
| PGIM HIGH YIELD FUND MUTUAL FUND N/A | Other securities | — | $1.6M | $1.7M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 53-0181291 |
| — |
| NONE |
| $149K |
| — |
| NOVAK FRANCELLA LLC | 47-0900880 | — | NONE | $63K | — |
| MORGAN STANLEY SMITH BARNEY, LLC | 26-4310632 | — | NONE | $50K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $18K | — |
| BEACON HILL STAFFING GROUP, LLC | 04-3496741 | — | NONE | $15K | — |
| WITHUM SMITH & BROWN PC | 22-2027092 | — | NONE | $14K | — |
| INSIGHT DIRECT USA INC | 36-3948996 | — | NONE | $13K | — |
| IAM NATIONAL PENSION FUND | 51-6031295 | — | RELATED FUND | $5K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $0 | — |
