Wesley Prout signed Plumbers & Pipefitters Local 396 Security Plan Board of Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plumbers & Pipefitters Local 396 Security Plan Board of Trustees' EIN is 34-6638626.
Download the official 2024 Form 5500 (PDF) for Plumbers & Pipefitters Local 396 Security Plan Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plumbers & Pipefitters Local 396 Security Plan 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | — | WESTWOOD, MA | INVESTMENT CUSTODIAN | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT CONSULTANT |
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 | — | — | $30.6M | 98.9% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.1M | 3.6% |
| $45K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S INC | 34-1638235 | — | AUDITOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAULKNER, HOFFMAN & PHILLIPS | — | CLEVELAND, OH | ATTORNEY | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLUMBERS LOCAL 396 COMBINED FUNDS | — | CANFIELD, OH | COLLECTION FUND | $13K | — |
