Steven Michaels signed Board of Trustees of Iron Workers Local 395 Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees of Iron Workers Local 395 Annuity Fund's EIN is 35-1959984.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of Iron Workers Local 395 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $105K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $58K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $26K | — |
| ASHER, GITTLER & D'ALBA, LTD. | 36-2786883 | — | NONE | $24K | — |
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 | — | — | $68.6M | 97.7% | |
| GALLIARD STABLE VALUE FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $7.3M | 10.5% | |
| JPMCB SMARTRET PASSIVE BLEND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $5.8M | 8.3% | |
| JPMCB SMARTRET PASSIVE BLEND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $5.8M | 8.3% | |
| JPMCB SMARTRET PASSIVE BLEND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $5.3M | 7.6% | |
| JPMCB SMARTRET PASSIVE BLEND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $4.8M | 6.9% | |
| JPMCB SMARTRET PASSIVE BLEND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.9% | |
| JPMCB SMARTRET PASSIVE BLEND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.7% | |
| JPMCB SMARTRET PASSIVE BLEND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.3% | |
| JPMCB SMARTRET PASSIVE BLEND INCOME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.1% | |
| JPMCB SMARTRET PASSIVE BLEND 2020 JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.9% | |
| JPMCB SMARTRET PASSIVE BLEND 2060 JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $869K | 1.2% |
Board of Trustees of Iron Workers Local 395 Annuity Fund's plan includes money-purchase contributions.
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $22K | — |
