JEFF Wheeler signed IBEW Local Union 481 Defined Contribution's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local Union 481 Defined Contribution's EIN is 35-1501496.
Download the official 2024 Form 5500 (PDF) for IBEW Local Union 481 Defined Contribution from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local Union 481 Defined Contribution's plan includes profit-sharing, a 401(k) feature, 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 PLAN SERVIC | 01-0233346 | — | NONE | $215K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $75K | — |
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 | — | — | $110.4M | 37.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $107.6M | 36.4% | |
| [Assets held in common stock] | Other | — | — | $50.1M | 17.0% | |
| NHIT CORE FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 002 | Common Collective Trust | — | — | $31.9M | 10.8% | |
| LEGAL & GENERAL MSCI ACWI EX US CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 010 | Common Collective Trust | — | — | $29.4M | 9.9% | |
| IBEW-NECA STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 93-6223188 / PN 001 | Common Collective Trust | — | — | $12.0M | 4.1% | |
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $12.0M | 4.0% | |
| NHIT INTERMEDIATE DURATION FIXED LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 004 | Common Collective Trust | — | — | $11.0M | 3.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $10.7M | 3.6% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $8.1M | 2.7% | |
| BGO DAILY VALUE FUND NEWTOWER TRUST COMPANY · EIN 83-6177544 / PN 001 | Common Collective Trust | — | — | $6.0M | 2.0% |
| DAVID RAY |
| 35-1501496 |
| — |
| ADMINISTRATOR |
| $72K |
| — |
| LEDBETTER PARTNERS, LLC | 03-0599899 | — | NONE | $40K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $37K | — |
