Miller Kaplan Arase LLP signed Board of Trustees, Labor Unions 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Labor Unions 401(k) Plan's EIN is 33-6194629.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Labor Unions 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Labor Unions 401(k) Plan's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | — | NONE | $393K | — |
| WITHUM, SMITH & BROWN | 22-2027092 | — | NONE | $126K | — |
| US BANK, N.A. | 31-0841368 | — | NONE | $71K | — |
| MEREDITH SESSER | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Institutional Index Fund | Common Collective Trusts | — | — | $21.5M | 29.2% | |
| Target Retirement 2030 Fund | Other securities | — | — | $9.9M | 13.4% | |
| Target Retirement 2040 Fund | Other securities | — | — | $7.7M | 10.4% | |
| Target Retirement Income Fund | Other securities | — | — | $7.0M | 9.4% | |
| Target Retirement 2025 Fund | Other securities | — | — | $5.5M | 7.5% | |
| Target Retirement 2020 Fund | Other securities | — | — | $4.8M | 6.5% | |
| Target Retirement 2050 Fund | Other securities | — | — | $3.0M | 4.1% | |
| Target Retirement 2035 Fund | Other securities | — | — | $2.8M | 3.8% | |
| dates through 2034, secured by participants' accounts | Other securities | — | — | $1.7M | 2.3% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 2.2% | |
| Target Retirement 2045 Fund | Other securities | — | — | $1.3M | 1.8% | |
| Vanguard: Developed Markets Index Fund | Mutual Funds | — | — | $911K | 1.2% | |
| Vanguard Reserves Fed Money Market | Mutual Funds | — | — | $902K | 1.2% | |
| Target Retirement 2055 Fund | Other securities | — | — | $852K | 1.2% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $818K | 1.1% | |
| Target Retirement 2060 Fund | Other securities | — | — | $654K | 0.9% | |
| Money Market Funds U.S. Bank* Money Market | Cash / Money Market | — | — | $484K | 0.7% | |
| Short Term Bond Index Fund | Common Collective Trusts | — | — | $292K | 0.4% | |
| Target Retirement 2065 Fund | Other securities | — | — | $207K | 0.3% | |
| StoneCastle Money Market | Cash / Money Market | — | — | $66K | <0.1% | |
| Target Retirement 2070 Fund | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ENCINO, CA |
| NONE |
| $28K |
| — |
| JEFF EATCHEL | — | SAN DIEGO, CA | NONE | $17K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $16K | — |
| PENSION FUND EVALUATIONS | 11-2503982 | — | NONE | $14K | — |
| KENNEDY LAW FIRM | 82-4975249 | — | NONE | $13K | — |
| MICHAEL SNYDER | — | SAN DIEGO, CA | NONE | $12K | — |
