Trustees of the SMW Local 218(d) Defined Contribution Plan's EIN is 36-4048417.
Download the official 2024 Form 5500 (PDF) for Trustees of the SMW Local 218(d) Defined Contribution Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of the SMW Local 218(d) Defined Contribution Plan's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 TD Ret R5E M utual funds N/A | Mutual Funds | — | $2.6M | $3.8M | 24.5% | |
| American Funds 2050 TD Ret R5E M utual funds N/A | Mutual Funds | — | $1.7M | $2.5M | 16.0% | |
| American Funds 2030 TD Ret R5E M utual funds N/A | Mutual Funds | — | $1.8M | $2.3M | 15.0% | |
| American Funds 2060 TD Ret R5E M utual funds N/A | Mutual Funds | — | $1.3M | $1.8M | 11.7% | |
| The Growth Fund of America R5E M utual funds N/A | Other securities | — | $1.0M | $1.5M | 9.8% | |
| Fidelity US Bond Index Fd M utual funds N/A 159 Investment Co of America R5E M utual funds N/A | Mutual Funds | — | $368K | $564K | 3.7% | |
| American Funds 2015 TD Ret R5E M utual funds N/A 311 American Funds 2020 TD Ret R5E M utual funds N/A | Mutual Funds | — | $419K | $510K | 3.3% | |
| American Funds 2055 TD Ret R5E M utual funds N/A | Mutual Funds | — | $333K | $408K | 2.7% | |
| American Funds 2035 TD Ret R5E M utual funds N/A | Mutual Funds | — | $215K | $251K | 1.6% | |
| American Funds 2045 TD Ret R5E M utual funds N/A | Mutual Funds | — | $159K | $194K | 1.3% | |
| American Cap Income Builder R5 M utual funds N/A | Other securities | — | $139K | $181K | 1.2% | |
| American The New Economy R5E M utual funds N/A | Other securities | — | $121K | $180K | 1.2% | |
| American Wash M utual Inv R5E M utual funds N/A | Other securities | — | $138K | $177K | 1.2% | |
| American SM ALLCAP World R5E M utual funds N/A | Other securities | — | $115K | $161K | 1.0% | |
| American EuroPacific Grth R5E M utual funds N/A | Other securities | — | $112K | $148K | 1.0% | |
| American Balanced Fund R5E M utual funds N/A | Other securities | — | $101K | $129K | 0.8% | |
| Participant - directed investments Amer Fundamental Investors R5E M utual funds N/A | Other securities | — | $75K | $107K | 0.7% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | $90K | $90K | 0.6% | |
| American Funds 2070 TD Ret R5E M utual funds N/A | Mutual Funds | — | $65K | $72K | 0.5% | |
| American 2065 TD Ret R5E M utual funds N/A | Other securities | — | $58K | $68K | 0.4% | |
| American Funds 2025 TD Ret R5E M utual funds N/A | Mutual Funds | — | $48K | $54K | 0.4% | |
| PIM CO Total Return Fund (A) M utual funds N/A | Common Stocks | — | $17K | $17K | 0.1% | |
| JPM organ US Govt M kt Cap Cl M utual funds N/A | Other securities | — | $5K | $5K | <0.1% | |
| American Funds 2010 TD Ret R5E M utual funds N/A 86 961 | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| HEALTHSCOPE BENEFITS | 71-0847266 | — | NONE | $30K | — |
| NORTHWESTERN MUTUAL WEALTH MGMNT CO | 39-2018056 | — | NONE | $29K | — |
| CAVANAUGH & O'HARA, LLP | 37-1259635 | — | NONE | $7K | — |
