Board of Trustees Sheetmetal Workers Local 91 Annuity Plan's EIN is 36-2952946.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Sheetmetal Workers Local 91 Annuity Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Sheetmetal Workers Local 91 Annuity Plan's plan includes money-purchase contributions, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | — | NONE | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROMOLO & ASSOCIATES, CPA'S, LLC | 84-2885766 | — | 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 | |||||
|---|---|---|---|---|---|---|
| NYLI Winslow LC Growth R6 | Other securities | — | — | $51.5M | 29.2% | |
| Undisc Managers Behavior Val R6 | Other securities | — | — | $19.2M | 10.9% | |
| MCQ Small Cap Growth Fund CL R6 | Other securities | — | — | $17.3M | 9.8% | |
| AF Euro Pacific Growth R-6 Class | Other securities | — | — | $14.6M | 8.3% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $11.8M | 6.7% | |
| Fidelity Exten Market Index | Mutual Funds | — | — | $10.5M | 6.0% | |
| Vanguard Inst Index Inst | Mutual Funds | — | — | $8.2M | 4.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $6.6M | 3.7% | |
| DFA Emerging Markets Value Portfolio | Mutual Funds | — | — | $6.3M | 3.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $5.7M | 3.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $5.5M | 3.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $5.4M | 3.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $5.1M | 2.9% | |
| Vanguard Target Retire Income | Mutual Funds | — | — | $4.8M | 2.7% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.8M | 1.0% | |
| Vanguard Wellesley Admiral | Mutual Funds | — | — | $1.4M | 0.8% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $194K | 0.1% | |
| PIMCO Total Return Bond | Mutual Funds | — | — | $3K | <0.1% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $221 | <0.1% | |
| Quad City Trust Premier Money Market | Cash / Money Market | — | — | $92 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT CONSULTING GROUP | — | DAVENPORT, IA | NONE | $30K | — |
| QUAD CITY BANK AND TRUST | 42-1410409 | — | NONE | $11K | — |
