Michael Muzic signed IBEW Local 38 401(k) Retirement Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local 38 401(k) Retirement Plan's EIN is 34-1619944.
Download the official 2024 Form 5500 (PDF) for IBEW Local 38 401(k) Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local 38 401(k) Retirement Plan's plan includes a 401(k) feature.
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 | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | — | CLEVELAND, OH | INVESTMENT CONSULTANT | $40K | — |
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 common collective trust] | Other | — | — | $165.6M | 98.4% | |
| SMARTRETD PSSV BLND 2035 CF JP MORGAN · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $24.9M | 14.8% | |
| SMARTRETD PSSV BLND 2030 CF JP MORGAN · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $21.3M | 12.6% | |
| SMARTRETD PSSV BLND 2040 CF JP MORGAN · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $17.3M | 10.3% | |
| SMARTRETD PSSV BLND 2025 CF JP MORGAN · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $11.4M | 6.8% | |
| SMARTRETD PSSV BLND 2045 CF JP MORGAN · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $9.5M | 5.6% | |
| SMARTRETD PSSV BLND 2050 CF JP MORGAN · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $7.0M | 4.2% | |
| SMARTRETD PSSV BLND 2060 CF JP MORGAN · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $5.3M | 3.2% | |
| SMARTRETD PSSV BLND 2020 CF JP MORGAN · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $4.6M | 2.8% | |
| SMARTRETD PSSV BLND 2055 CF JP MORGAN · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.2% | |
| SMARTRETD PSSV BLND INC CF JP MORGAN · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.4% | |
| INTECH INSTL U.S. ENHANCED PLUS EQ JANUS · EIN 01-6217141 / PN 401 | Common Collective Trust | — | — | $2.1M | 1.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLOTTA FARLEY CO., LPA | — | PERRYSBURG, OH | ATTORNEY | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IBEW LOCAL 38 FRINGE BENEFIT FUND | — | CLEVELAND, OH | COLLECTION FUND | $86K | — |
