Board of Trustees-Local 63 Defined Contribution Pension Fund's EIN is 36-3519910.
Download the official 2024 Form 5500 (PDF) for Board of Trustees-Local 63 Defined Contribution Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees-Local 63 Defined Contribution Pension Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $38.5M | 11.4% | |
| Growth Portfolio American EuroPacific Growth R4 Registered investment company N/A | Common Stocks | — | $416K | $24.3M | 7.2% | |
| NYLI S&P 500 Index I Registered investment company N/A | Common Collective Trusts | — | $315K | $20.4M | 6.0% | |
| Dodge & Cox Income I Registered investment company N/A | Mutual Funds | — | $1.5M | $18.7M | 5.5% | |
| New York Life - Anchor Stable Value Account Pooled separate account N/A | Stable Value | — | $12.4M | $15.6M | 4.6% | |
| JPM organ Large Cap Growth I Registered investment company N/A | Common Stocks | — | $194K | $15.5M | 4.6% | |
| M oderate Growth Portfolio American EuroPacific Growth R4 Registered investment company N/A | Common Stocks | — | $219K | $12.8M | 3.8% | |
| NYLI S&P 500 Index I Registered investment company N/A | Common Collective Trusts | — | $185K | $12.0M | 3.5% | |
| Dodge & Cox Income I Registered investment company N/A | Mutual Funds | — | $930K | $11.7M | 3.4% | |
| NYL Insurance Anchor Account I Pooled separate account N/A | Pooled Separate Accounts | — | $10.5M | $10.5M | 3.1% | |
| Dodge & Cox Income I Registered investment company N/A | Mutual Funds | — | $824K | $10.3M | 3.1% | |
| Dodge & Cox Income I Registered investment company N/A | Mutual Funds | — | $806K | $10.1M | 3.0% | |
| M oderate Portfolio American EuroPacific Growth R4 Registered investment company N/A | Common Stocks | — | $144K | $8.4M | 2.5% | |
| Cohen & Steers Inst Realty Registered investment company N/A | Common Stocks | — | $166K | $8.2M | 2.4% | |
| Vanguard Sml Cap Growth Idx I Registered investment company N/A | Common Collective Trusts | — | $108K | $8.0M | 2.4% | |
| Vanguard Inf-Prot Secs (Inst) Registered investment company N/A | Mutual Funds | — | $666K | $6.3M | 1.9% | |
| Vanguard Inf-Prot Secs (Inst) Registered investment company N/A | Mutual Funds | — | $654K | $6.2M | 1.8% | |
| NYLI S&P 500 Index I Registered investment company N/A | Common Collective Trusts | — | $94K | $6.1M | 1.8% | |
| Vanguard Inf-Prot Secs (Inst) Registered investment company N/A | Mutual Funds | — | $640K | $6.1M | 1.8% | |
| Dodge & Cox Income I Registered investment company N/A | Mutual Funds | — | $480K | $6.0M | 1.8% | |
| NYL Insurance Anchor Account I Pooled separate account N/A | Pooled Separate Accounts | — | $5.3M | $5.3M | 1.6% | |
| Vanguard Inf-Prot Secs (Inst) Registered investment company N/A | Mutual Funds | — | $548K | $5.2M | 1.5% | |
| Income Portfolio American EuroPacific Growth R4 Registered investment company N/A | Common Stocks | — | $87K | $5.1M | 1.5% | |
| Cohen & Steers Inst Realty Registered investment company N/A | Common Stocks | — | $100K | $5.0M | 1.5% | |
| PIM CO High Yield Fund (Admin) Registered investment company N/A | Common Stocks | — | $535K | $4.3M | 1.3% | |
| Oakmark Fund Institutional Registered investment company N/A | Common Stocks | — | $26K | $4.1M | 1.2% | |
| JPM organ Large Cap Growth I Registered investment company N/A | Common Stocks | — | $50K | $4.0M | 1.2% | |
| Participant - directed investments (continued) M oderate Portfolio (continued) NYLI S&P 500 Index I Registered investment company N/A | Common Collective Trusts | — | $61K | $3.9M | 1.2% | |
| Credit Suisse Com Return Str A Registered investment company N/A | Common Stocks | — | $173K | $3.8M | 1.1% | |
| Oakmark Fund Institutional Registered investment company N/A | Common Stocks | — | $24K | $3.7M | 1.1% | |
| Cohen & Steers Inst Realty Registered investment company N/A | Common Stocks | — | $72K | $3.6M | 1.1% | |
| Participant - directed investments American Funds - Euro Pacific Growth Fund (Class R4) Registered investment company N/A | Mutual Funds | — | $57K | $3.3M | 1.0% | |
| PIM CO High Yield Fund (Admin) Registered investment company N/A | Common Stocks | — | $415K | $3.3M | 1.0% | |
| NYL Insurance Anchor Account I Pooled separate account N/A | Pooled Separate Accounts | — | $3.2M | $3.2M | 1.0% | |
| Vanguard Sml Cap Growth Idx I Registered investment company N/A | Common Collective Trusts | — | $42K | $3.1M | 0.9% | |
| William Blair SC Value I Registered investment company N/A | Common Stocks | — | $116K | $3.1M | 0.9% | |
| Dodge & Cox Income I Registered investment company N/A | Mutual Funds | — | $245K | $3.1M | 0.9% | |
| William Blair SC Value I Registered investment company N/A | Common Stocks | — | $110K | $3.0M | 0.9% | |
| NYLI S&P 500 Index I Registered investment company N/A | Common Collective Trusts | — | $43K | $2.8M | 0.8% | |
| PIM CO High Yield Fund (Admin) Registered investment company N/A | Common Stocks | — | $333K | $2.7M | 0.8% | |
| NYL Insurance Anchor Account I Pooled separate account N/A | Pooled Separate Accounts | — | $2.6M | $2.6M | 0.8% | |
| Cohen & Steers Inst Realty Registered investment company N/A | Common Stocks | — | $53K | $2.6M | 0.8% | |
| Credit Suisse Com Return Str A Registered investment company N/A | Common Stocks | — | $117K | $2.6M | 0.8% | |
| Credit Suisse Com Return Str A Registered investment company N/A | Common Stocks | — | $111K | $2.5M | 0.7% | |
| Credit Suisse Com Return Str A Registered investment company N/A | Common Stocks | — | $102K | $2.3M | 0.7% | |
| Conservative Portfolio American EuroPacific Growth R4 Registered investment company N/A | Common Stocks | — | $38K | $2.2M | 0.6% | |
| PIM CO High Yield Fund (Admin) Registered investment company N/A | Common Stocks | — | $264K | $2.1M | 0.6% | |
| JPM organ Large Cap Growth I Registered investment company N/A | Common Stocks | — | $26K | $2.1M | 0.6% | |
| Vanguard Inf-Prot Secs (Inst) Registered investment company N/A | Mutual Funds | — | $212K | $2.0M | 0.6% | |
| Oakmark Fund Institutional Registered investment company N/A | Common Stocks | — | $12K | $1.9M | 0.6% |
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 |
|---|---|---|---|---|---|
| BENEFITS MANAGEMENT GROUP INC. | 20-0188125 | — | NONE | $82K | — |
| GREGORIO, STEC, KLEIN & HOSE | 99-0408958 | — | NONE | $52K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $10K | — |
