DAVE Pietro signed I.B.E.W. Local 246 Retirement Plan Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
I.B.E.W. Local 246 Retirement Plan Board of Trustees' EIN is 34-1302212.
Download the official 2024 Form 5500 (PDF) for I.B.E.W. Local 246 Retirement Plan Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)I.B.E.W. Local 246 Retirement Plan Board of Trustees' plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING AND NAPIER ADVISORS,LLC | 45-3328488 | FAIRPORT, NY | NONE | $149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HORTON GROUP | 36-3672171 | ORLAND PARK, IL | NONE | $21K |
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 | |||||
|---|---|---|---|---|---|---|
| Core Bond Series Class W | Other securities | — | $5.8M | $5.4M | 18.6% | |
| Manning & Napier Fund Unconstrained Bond Series Class W | Other securities | — | $2.8M | $2.7M | 9.3% | |
| ERECT FUND II/EQUITY AMERISERV TRUST & FINANCIAL SERVICES COMPANY · EIN 25-1689052 / PN 002 | Common Collective Trust | — | $700K | $1.1M | 3.9% | |
| AFL-CIO Housing Investment Trust | Other securities | — | $943K | $869K | 3.0% | |
| US Treasury Note | U.S. Treasuries | — | $851K | $856K | 2.9% | |
| United States Treasury Bonds | U.S. Treasuries | — | $845K | $796K | 2.7% | |
| Microsoft Corp | Common Stocks | — | $503K | $663K | 2.3% | |
| US Treasury Note | U.S. Treasuries | — | $648K | $653K | 2.2% | |
| Mastercard Inc | Common Stocks | — | $190K | $534K | 1.8% | |
| Alphabet Inc | Common Stocks | — | $277K | $511K | 1.7% | |
| Astrazeneca PLC ADR | Common Stocks | — | $497K | $507K | 1.7% | |
| Amazon.com Inc | Common Stocks | — | $294K | $488K | 1.7% | |
| Cadence Design Systems Inc | Common Stocks | — | $458K | $487K | 1.7% | |
| US Treasury Bond | U.S. Treasuries | — | $556K | $473K | 1.6% | |
| Meta Platforms Inc | Common Stocks | — | $252K | $446K | 1.5% | |
| L3Harris Technologies Inc | Common Stocks | — | $366K | $441K | 1.5% | |
| Federated Institutional Prime Obligations Fund | Other securities | — | $431K | $431K | 1.5% | |
| Hermes INTL SCA ADR | Common Stocks | — | $378K | $429K | 1.5% | |
| Coca Cola Co | Common Stocks | — | $314K | $406K | 1.4% | |
| Air Liquide SA | Common Stocks | — | $349K | $387K | 1.3% | |
| Deutsche Post AG ADR | Common Stocks | — | $336K | $373K | 1.3% | |
| Visa Inc | Common Stocks | — | $131K | $355K | 1.2% | |
| Roche Holding AG ADR | Common Stocks | — | $253K | $320K | 1.1% | |
| Thermo Fisher Scientific Inc | Common Stocks | — | $413K | $316K | 1.1% | |
| Ferrari N V Com | Common Stocks | — | $254K | $293K | 1.0% | |
| Fiserv Inc | Common Stocks | — | $267K | $272K | 0.9% | |
| Transunion Com | Common Stocks | — | $284K | $271K | 0.9% | |
| Workday Inc | Common Stocks | — | $255K | $271K | 0.9% | |
| Lonza Group AG ADR | Common Stocks | — | $238K | $270K | 0.9% | |
| Nvidia Corp | Common Stocks | — | $230K | $270K | 0.9% | |
| HDFC Bank LTD | Common Stocks | — | $196K | $268K | 0.9% | |
| Taiwan Semiconductor Manufacture ADR | Common Stocks | — | $159K | $264K | 0.9% | |
| Chipotle Mexican Grill Inc - Class A | Common Stocks | — | $262K | $263K | 0.9% | |
| Unitedhealth Group Inc | Common Stocks | — | $259K | $262K | 0.9% | |
| Servicenow Inc | Common Stocks | — | $188K | $261K | 0.9% | |
| CBRE Group Inc | Common Stocks | — | $267K | $260K | 0.9% | |
| IShares Broad USD High Yield Corporate Bond | Other securities | — | $245K | $255K | 0.9% | |
| Heico Corp New Class A | Common Stocks | — | $197K | $232K | 0.8% | |
| Vertex Pharmaceuticals Inc | Common Stocks | — | $169K | $225K | 0.8% | |
| Intuitive Surgical Inc | Common Stocks | — | $84K | $214K | 0.7% | |
| Moodys Corp | Common Stocks | — | $111K | $207K | 0.7% | |
| Infineon Technologies AG ADR | Common Stocks | — | $196K | $203K | 0.7% | |
| Johnson & Johnson | Other securities | — | $145K | $200K | 0.7% | |
| Sociedad Quimca Minera De Sponsored SDR | Other securities | — | $219K | $176K | 0.6% | |
| Amphenol Corp - Class A | Common Stocks | — | $125K | $176K | 0.6% | |
| NASDAQ Inc | Common Stocks | — | $140K | $159K | 0.5% | |
| West Fraser Timber Co LTD | Common Stocks | — | $178K | $159K | 0.5% | |
| Intercontinental Exchange, Inc | Common Stocks | — | $88K | $153K | 0.5% | |
| Persimmon ADR | Common Stocks | — | $132K | $152K | 0.5% | |
| Rollins Inc | Common Stocks | — | $132K | $144K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BENESYS | 38-2383171 | CANFIELD, OH | NONE | $20K | — |
| DGPERRY | 83-3033790 | CANFIELD, OH | NONE | $17K | — |
| MACALA & PIATT LLC | 34-1933033 | NORTH CANTON, OH | NONE | $16K | — |
| FIFTH THIRD BANK | 31-1051736 | DAYTON, OH | NONE | $13K | — |
