Anthony Barracca signed Board of Trustees Studio Mechanics Local 476 Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Studio Mechanics Local 476 Annuity Fund's EIN is 36-3828094.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Studio Mechanics Local 476 Annuity 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 |
|---|---|---|---|---|---|
| COMERICA BANK | 42-1741646 | — | CUSTODIAN | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUNI RUST & STRENK, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| COMERICA S&P COMPOSITE 1500 INDEX F COMERICA BANK AND TRUST, MA · EIN 75-3025737 / PN 001 | Common Collective Trust | — | $4.5M | $14.6M | 35.5% | |
| NIS INTERMEDIATE FIXED INCOME QP FD NATIONAL INVESTMENT SERVICES, INC · EIN 80-0169636 / PN 001 | Common Collective Trust | — | $7.3M | $7.8M | 19.0% | |
| Baird Intermediate Bond Fund Registered investment company - mutual fund | Common Stocks | — | $4.5M | $4.3M | 10.4% | |
| Fidelity Commonwealth Fund Registered investment company - mutual fund | Mutual Funds | — | $4.3M | $4.2M | 10.2% | |
| WASHINGTON CAPITAL JMT MORTGAGE INC WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | Common Collective Trust | — | $2.5M | $2.9M | 6.9% | |
| Vanguard Ultra Short-Term Bond Fund Registered investment company - mutual fund | Mutual Funds | — | $1.4M | $1.4M | 3.5% | |
| STOCKBRIDGE MART MARKETS FUND, LP STOCKBRIDGE CAPITAL GROUP, LLC · EIN 42-1558275 / PN 001 | Common Collective Trust | — | $1.4M | $1.3M | 3.2% | |
| Goldman Sachs FS Government Fund Registered investment company - mutual fund | Common Stocks | — | $1.1M | $1.1M | 2.7% | |
| NIS TOTAL ABSOLUTE RETURN FUND NATIONAL INVESTMENT SERVICES, INC · EIN 80-0169636 / PN 001 | Common Collective Trust | — | $708K | $814K | 2.0% | |
| NIS HIGH YIELD FUND NATIONAL INVESTMENT SERVICES, INC. · EIN 80-0169636 / PN 001 | Common Collective Trust | — | $410K | $499K | 1.2% | |
| PRINCIPAL US PROPERTIES PRINCIPAL · EIN 42-1520346 / PN 001 | Common Collective Trust | — | $357K | $382K | 0.9% | |
| Fidelity International Capital Appreciation Fund Registered investment company - mutual fund | Mutual Funds | — | $318K | $349K | 0.8% | |
| Harding Loevner International Equity Fund Registered investment company - mutual fund | Common Stocks | — | $337K | $346K | 0.8% | |
| Europac Growth Fund American Registered investment company - mutual fund | Common Stocks | — | $294K | $309K | 0.8% | |
| MFS Institutional Trust Fund Registered investment company - mutual fund | Common Collective Trusts | — | $275K | $298K | 0.7% | |
| T Rowe Price International Discovery Fund Registered investment company - mutual fund | Mutual Funds | — | $234K | $245K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Board of Trustees Studio Mechanics Local 476 Annuity Fund's plan includes money-purchase contributions.
| — |
| CINCINNATI, OH |
| RECORDKEEPER |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC CAPITAL INVESTMENT | 36-4268991 | — | INVESTMENT ADVISOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAMPLER & ASSOCIATES, LLC | 32-0106897 | — | ACCOUNTANT | $47K | — |
| FGMK, LLC | 36-2929601 | — | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACOBS BURNS ORLOVE & HERNANDEZ | 36-2425981 | — | LEGAL | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INSURANCE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STUDIO MECHANICS LOCAL 476 | 36-2088664 | — | EMP ORG/UNION | $57K | — |
| NATIONAL INVESTMENT SERVICES | — | CHICAGO, IL | INVESTMENT SERVICES | $31K | — |
| WASHINGTON CAPITAL | — | SEATTLE, WA | INVESTMENT HOLDINGS | $14K | — |
