Ironworkers Local 549/550 Security Plan Board of Trustees' EIN is 34-1399439.
Download the official 2024 Form 5500 (PDF) for Ironworkers Local 549/550 Security Plan Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ironworkers Local 549/550 Security Plan Board of Trustees' plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT SERVICES | 01-0233346 | — | PARTY-IN-INTEREST | $400 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | 55-0672859 |
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 | |||||
|---|---|---|---|---|---|---|
| Stable Value Option LO6203 Guaranteed Investment | Stable Value | — | — | $7.3M | 13.4% | |
| Fidelity 500 Index Fd Mutual Funds | Common Collective Trusts | — | — | $5.5M | 10.1% | |
| JPMCB SMARTRET PASS BL 2050 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $5.1M | 9.3% | |
| JPMCB SMARTRET PASS BL 2045 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $5.0M | 9.2% | |
| JPMCB SMARTRET PASS BL 2040 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $4.8M | 8.9% | |
| JPMCB SMARTRET PASS BL 2060 CF JP MORGAN CHASE BANK N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $4.6M | 8.4% | |
| JPMCB SMARTRET PASS BL 2035 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $4.3M | 8.0% | |
| JPMCB SMARTRET PASS BL 2030 CF JP MORGAN CHASE BANK N.A. · EIN 22-1165198 / PN 001 | Common Collective Trust | — | — | $3.3M | 6.0% | |
| JPMCB SMARTRET PASS BL 2055 CF JP MORGAN CHASE BANK N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.9% | |
| Principal Mid Cap Fund Inst Mutual Funds | Other securities | — | — | $2.4M | 4.4% | |
| Janus Henderson Forty FD T Mutual Funds | Mutual Funds | — | — | $2.1M | 3.9% | |
| PIMCO Total Return Fund Mutual Funds | Mutual Funds | — | — | $2.1M | 3.8% | |
| JPMCB SMARTRET PASS BL 2025 CF JP MORGAN CHASE BANK N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.0% | |
| JPMCB SMARTRET PASS BL INC CF3 JP MORGAN CHASE BANK N.A. · EIN 26-1164781 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.0% | |
| Putnam Large Cap Value A Mutual Funds | Mutual Funds | — | — | $877K | 1.6% | |
| The Hartford Intl Ops R6 Mutual Funds | Other securities | — | — | $710K | 1.3% | |
| DFA US Small Cap Port Inst Mutual Funds | Mutual Funds | — | — | $682K | 1.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ONA, WV |
| PARTY-IN-INTEREST |
| $48K |
| — |
| ALAN BILLER AND ASSOCIATES | 94-2854958 | MENLO PARK, CA | PARTY-IN-INTEREST | $25K | — |
| GRAY, GRIFFITH, & MAYS PLLC | 82-5354495 | MORGANTOWN, WV | PARTY-IN-INTEREST | $22K | — |
| MACALA & PIATT, LLC | 34-1933033 | NORTH CANTON, OH | PARTY-IN-INTEREST | $21K | — |
| JOHNSON PRINTING COMPANY | 99-0662908 | HUNTINGTON, WV | PARTY-IN-INTEREST | $8K | — |
