Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension's EIN is 35-2062343.
Download the official 2024 Form 5500 (PDF) for Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $193K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $98K |
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 | — | — | $106.2M | 98.9% | |
| LEGAL & GENERAL S&P 500 CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $39.4M | 36.7% | |
| LEGAL & GENERAL MSCI ACWI EX US CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 010 | Common Collective Trust | — | — | $10.0M | 9.3% | |
| LEGAL & GENERAL S&P 400 CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 004 | Common Collective Trust | — | — | $4.3M | 4.0% | |
| LEGAL & GENERAL S&P 600 CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 009 | Common Collective Trust | — | — | $4.1M | 3.8% | |
| INTERCONTINENTAL U.S. REAL ESTATE GLOBAL TRUST COMPANY · EIN 35-7161136 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.5% |
| — |
| ARIELLE MARTIN | 35-6028684 | — | EMPLOYEE | $29K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $18K | — |
| LEDBETTER PARTNERS, LLC | 03-0599899 | — | NONE | $15K | — |
| KMR SYSTEMS | 13-3192128 | — | NONE | $8K | — |
