ALAN Golden signed Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund's EIN is 36-3306560.
Download the official 2024 Form 5500 (PDF) for Trustees of NECA-IBEW Local 364 Contribution Pension Trust 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | CINCINNATI, OH | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOLAN, MCENIRY CAPITAL MANAGEMENT |
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 registered investment companies (mutual funds)] | Other | — | — | $321.7M | 65.7% | |
| [Assets held in common collective trust] | Other | — | — | $45.4M | 9.3% | |
| [Assets held in common stock] | Other | — | — | $44.8M | 9.2% | |
| IBEW EQUITY INDEX FUND FIDELITY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $25.1M | 5.1% | |
| AQR DIVERS. STRATEGIES CIT FIDELITY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $20.3M | 4.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $6.0M | 1.2% | |
| FID MANAGED INCOME PORT CHEVY CHASE TRUST · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.2M | 1.1% |
Trustees of NECA-IBEW Local 364 Contribution Pension Trust Fund's plan includes money-purchase contributions, a self-directed brokerage window.
| 36-4169967 |
| CHICAGO, IL |
| NONE |
| $74K |
| — |
| WHITE OAK GLOBAL ADVISORS, LLC | 26-0340395 | SAN FRANCISCO, CA | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERIC J. FERNANDEZ & CO. CPA'S | 36-3141842 | WEST DUNDEE, IL | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEKETA INVESTMENT GROUP | 04-2659023 | WESTWOOD, MA | NONE | $116K | — |
| TIC INTERNATIONAL | 13-2600875 | LANSING, MI | NONE | $61K | — |
| BAUM, SIGMAN AUERBACH & NEUMAN LTD. | 36-2744057 | CHICAGO, IL | NONE | $23K | — |
| RICHARD J. WOLF AND COMPANY | — | PALOS PARK, IL | NONE | $7K | — |
