Trstees MACH MVRS,Riggers&MACH EREC Local 136 Supplemental Retire. PLA's EIN is 36-1416355.
Download the official 2023 Form 5500 (PDF) for Trstees MACH MVRS,Riggers&MACH EREC Local 136 Supplemental Retire. PLA from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trstees MACH MVRS,Riggers&MACH EREC Local 136 Supplemental Retire. PLA's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund Registered investment company N/A | Mutual Funds | — | $14.3M | $13.0M | 21.6% | |
| JPM organ Large Cap Growth Registered investment company N/A | Common Stocks | — | $3.5M | $5.7M | 9.5% | |
| JPM organ Emerging M arkets Equity Registered investment company N/A | Common Stocks | — | $4.7M | $4.8M | 8.0% | |
| Dodge & Cox Stock Fund Registered investment company N/A | Mutual Funds | — | $2.8M | $4.7M | 7.9% | |
| Invesco SteelPath M LP Select 40 Registered investment company N/A | Mutual Funds | — | $3.9M | $4.6M | 7.6% | |
| American Funds Europacific Growth Registered investment company N/A | Mutual Funds | — | $3.8M | $4.4M | 7.4% | |
| Oakmark International Registered investment company N/A | Common Stocks | — | $3.4M | $4.1M | 6.9% | |
| Artisan High Income Fund Registered investment company N/A | Common Stocks | — | $3.3M | $3.4M | 5.6% | |
| NIS PREFERRED STOCK FUND II, LLC NATIONAL INVESTMENT SERVICES, INC · EIN 16-1626084 / PN 002 | Common Collective Trust | — | $605K | $2.0M | 3.3% | |
| Cohen & Steers Realty Shares Registered investment company N/A | Common Stocks | — | $1.7M | $1.9M | 3.1% | |
| Conestoga Small Cap Institutional Registered investment company N/A | Common Stocks | — | $1.3M | $1.7M | 2.9% | |
| Registered investment companies American Century Small Cap Value Registered investment company N/A | Common Stocks | — | $1.4M | $1.6M | 2.7% | |
| Goldman Financial Square Govt Short-term investment N/A | Other securities | — | $829K | $829K | 1.4% | |
| PIM CO Commodity Real Return Strat Registered investment company N/A | Common Stocks | — | $1.1M | $820K | 1.4% | |
| PIM CO Real Return Fund Registered investment company N/A | Common Stocks | — | $831K | $731K | 1.2% | |
| Vanguard Inflation-Protected Registered investment company N/A | Mutual Funds | — | $834K | $725K | 1.2% | |
| NVIDIA Corporation Common stock N/A | Common Stocks | — | $39K | $232K | 0.4% | |
| Apple Inc. Common stock N/A | Common Stocks | — | $103K | $216K | 0.4% | |
| Microsoft Corporation Common stock N/A | Common Stocks | — | $91K | $210K | 0.4% | |
| Amazon.com, Inc. Common stock N/A | Common Stocks | — | $104K | $135K | 0.2% | |
| Alphabet Inc. Common stock N/A | Common Stocks | — | $73K | $114K | 0.2% | |
| Broadcom Inc. Common stock N/A | Common Stocks | — | $29K | $87K | 0.1% | |
| Meta Platforms, Inc. Common stock N/A | Common Stocks | — | $38K | $85K | 0.1% | |
| Short-term investment funds Charles Schwab Bank Short-term investment N/A | Mutual Funds | — | $64K | $64K | 0.1% | |
| Adobe Inc. Common stock N/A | Common Stocks | — | $37K | $42K | <0.1% | |
| ServiceNow, Inc. Common stock N/A | Common Stocks | — | $30K | $40K | <0.1% | |
| Costco Wholesale Corporation Common stock N/A | Common Stocks | — | $22K | $40K | <0.1% | |
| UnitedHealth Group Incorporated Common stock N/A | Common Stocks | — | $33K | $37K | <0.1% | |
| Netflix, Inc. Common stock N/A | Common Stocks | — | $18K | $36K | <0.1% | |
| IBM Corporation Common stock N/A | Common Stocks | — | $33K | $36K | <0.1% | |
| Visa Inc. Common stock N/A | Common Stocks | — | $29K | $35K | <0.1% | |
| The Goldman Sachs Group, Inc. Common stock N/A | Common Stocks | — | $26K | $35K | <0.1% | |
| Palo Alto Networks, Inc. Common stock N/A | Common Stocks | — | $24K | $35K | <0.1% | |
| Intuit Inc. Common stock N/A | Common Stocks | — | $23K | $33K | <0.1% | |
| Eaton Corporation plc Common stock N/A | Common Stocks | — | $27K | $31K | <0.1% | |
| Vertex Pharmaceuticals Incorporated Common stock N/A | Common Stocks | — | $20K | $30K | <0.1% | |
| Micron Technology, Inc. Common stock N/A | Common Stocks | — | $13K | $29K | <0.1% | |
| United Rentals Inc Common stock N/A | Common Stocks | — | $19K | $27K | <0.1% | |
| Advanced Micro Devices, Inc. Common stock N/A | Common Stocks | — | $24K | $27K | <0.1% | |
| JPMorgan Chase & Co. Common stock N/A | Common Stocks | — | $20K | $26K | <0.1% | |
| The Coca-Cola Company Common stock N/A | Common Stocks | — | $24K | $25K | <0.1% | |
| AbbVie Inc. Common stock N/A | Common Stocks | — | $21K | $24K | <0.1% | |
| Morgan Stanley Common stock N/A | Common Stocks | — | $19K | $21K | <0.1% | |
| DICK'S Sporting Goods, Inc. Common stock N/A | Common Stocks | — | $11K | $20K | <0.1% | |
| T-Mobile US, Inc. Common stock N/A | Common Stocks | — | $16K | $20K | <0.1% | |
| RTX Corporation Common stock N/A | Common Stocks | — | $19K | $19K | <0.1% | |
| American Express Company Common stock N/A | Common Stocks | — | $14K | $19K | <0.1% | |
| Merck & Co., Inc. Common stock N/A | Common Stocks | — | $12K | $18K | <0.1% | |
| Amgen Inc. Common stock N/A | Common Stocks | — | $17K | $18K | <0.1% | |
| The Home Depot, Inc. Common stock N/A | Common Stocks | — | $16K | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-0900880 |
| — |
| NONE |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS MANAGEMENT GROUP INC | 20-0188125 | — | NONE | $84K | — |
| O'SULLIVAN & ASSOCIATES | 20-8199367 | — | NONE | $30K | — |
| JAMES V. GALLERY AND ASSOC. | 20-0188135 | — | NONE | $30K | — |
| GREGORIO STEC KLEIN & HOSE | 36-4028033 | — | NONE | $15K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $11K | — |
| ATALANTA SOSNOFF CAPITAL, LLCA | 20-0461050 | — | NONE | $11K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $9K | — |
