Board of Trustees of Iron Workers Local 17 Annuity Fund's EIN is 34-1290643.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of Iron Workers Local 17 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of Iron Workers Local 17 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $173K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS, INC. | 13-2646110 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual funds | Mutual Funds | — | — | $10.4M | 10.3% | |
| Vanguard Target Retirement 2030 Mutual funds | Mutual Funds | — | — | $9.1M | 9.0% | |
| Vanguard Target Retirement 2040 Mutual funds | Mutual Funds | — | — | $8.2M | 8.1% | |
| Vanguard Target Retirement 2045 Mutual funds | Mutual Funds | — | — | $7.9M | 7.8% | |
| Vanguard Target Retirement 2025 Mutual funds | Mutual Funds | — | — | $7.2M | 7.2% | |
| Vanguard Target Retirement 2055 Mutual funds | Mutual Funds | — | — | $6.6M | 6.5% | |
| Transamerica Life Ins. Co. Guaranteed Insurance Contract | Common Stocks | — | — | $6.2M | 6.2% | |
| T. Rowe Price Blue Chip Growth I Mutual funds | Other securities | — | — | $6.1M | 6.1% | |
| Vanguard Target Retirement 2050 Mutual funds | Mutual Funds | — | — | $5.5M | 5.4% | |
| Vanguard Target Retirement Income Mutual funds | Mutual Funds | — | — | $5.5M | 5.4% | |
| Fidelity 500 Index Mutual funds | Common Collective Trusts | — | — | $5.4M | 5.3% | |
| Vanguard Target Retirement 2020 Mutual funds | Mutual Funds | — | — | $4.0M | 3.9% | |
| Vanguard Target Retirement 2060 Mutual funds | Mutual Funds | — | — | $4.0M | 3.9% | |
| Federated Hermes MDT Large Cap Value Service Mutual funds | Other securities | — | — | $2.7M | 2.7% | |
| Vanguard Target Retirement 2065 Mutual funds | Mutual Funds | — | — | $2.7M | 2.7% | |
| PIMCO Total Return A Mutual funds | Mutual Funds | — | — | $2.4M | 2.4% | |
| 0XWXDOIXQGV American Funds New Perspective R6 Mutual funds | Mutual Funds | — | — | $2.2M | 2.2% | |
| Fidelity Mid Cap Index Mutual funds | Mutual Funds | — | — | $2.0M | 2.0% | |
| DFA U.S. Small Cap I Mutual funds | Mutual Funds | — | — | $1.3M | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 34-1290643 | — | NONE | $58K | — |
| WITHUM | — | TYSONS, VA | NONE | $20K | — |
| TUCKER ARENSBERG P.C. | — | PITTSBURGH, PA | NONE | $18K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $15K | — |
| LOCAL 17 FRINGE BENEFIT FUND | 34-1472960 | — | RELATED FUND | $10K | — |
