CODY Hilliard signed IBEW Local 64 Profit Sharing Plan Joint Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local 64 Profit Sharing Plan Joint Board of Trustees' EIN is 34-1290943.
Download the official 2024 Form 5500 (PDF) for IBEW Local 64 Profit Sharing Plan Joint Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local 64 Profit Sharing Plan Joint Board of Trustees' plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | — | DENVER, CO | INVESTMENT CUSTODIAN | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | — | DALLAS, TX | RECORDKEEPER | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $49.2M | 98.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $944K | 1.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER INSTITUTIONAL, LLC | — | WINTER PARK, FL | INVESTMENT CONSULTANT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC | 34-1638235 | — | AUDITOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAULKNER, HOFFMAN & PHILLIPS, LLC | — | CLEVELAND, OH | ATTORNEY | $8K | — |
