John V. Kallianis signed Tuckpointers Local 52 Defined Contribution Annuity Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tuckpointers Local 52 Defined Contribution Annuity Trust Fund's EIN is 36-6940923.
Download the official 2024 Form 5500 (PDF) for Tuckpointers Local 52 Defined Contribution Annuity 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 | — | RECORDKEEPER | $0 | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vang Wellesley Adm | Other securities | — | — | $106.4M | 52.6% | |
| JPM CB Sr PB 2045 CF | Other securities | — | — | $12.4M | 6.1% | |
| JPM CB Sr PB 2040 CF | Other securities | — | — | $11.4M | 5.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $9.5M | 4.7% | |
| JPM CB Sr PB 2035 CF | Other securities | — | — | $8.2M | 4.1% | |
| NVN W LGCP GR ESG R6 | Other securities | — | — | $8.2M | 4.1% | |
| JPM CB Sr PB 2050 CF | Other securities | — | — | $6.3M | 3.1% | |
| MIP CL 2 | Other securities | — | — | $6.3M | 3.1% | |
| FIDELITY MANAGED INCOME PORTFOLIO I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $6.1M | 3.0% | |
| Oakmark R6 | Other securities | — | — | $5.6M | 2.8% | |
| JPM CB Sr PB 2055 CF | Other securities | — | — | $5.4M | 2.7% | |
| NB Genesis R6 | Other securities | — | — | $4.8M | 2.4% | |
| JPM CB Sr PB 2030 CF | Other securities | — | — | $3.8M | 1.9% | |
| JPM CB Sr PB 2060 CF | Other securities | — | — | $2.1M | 1.0% | |
| JPM CB Sr PB 2025 CF | Other securities | — | — | $1.9M | 0.9% | |
| JPM CB Sr PB Inc CF | Common Stocks | — | — | $1.7M | 0.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.7M | 0.8% | |
| JPM Sr PB 2065 CF | Other securities | — | — | $1.6M | 0.8% | |
| Dodge & Cox Intl Stk | Mutual Funds | — | — | $1.1M | 0.6% | |
| Fidelity Total Intl Index | Mutual Funds | — | — | $697K | 0.3% | |
| Fidelity Small Cap Idex | Mutual Funds | — | — | $650K | 0.3% | |
| GS GQG Intl Opps R6 | Other securities | — | — | $397K | 0.2% | |
| Loomis Core PL Bd n | Other securities | — | — | $284K | 0.1% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Tuckpointers Local 52 Defined Contribution Annuity Trust Fund's plan includes a default investment (QDIA).
| FIDELITY INVESTMENTS INSTITUTIONAL |
| 04-2647786 |
| — |
| RECORDKEEPER |
| $0 |
| — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN KALLIANIS | 36-6122163 | — | PLAN ADMINISTRATOR | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CYGAN HAYES LTD. | 36-3332152 | — | NONE | $91K | — |
| MARQUETTE ASSOCIATES, INC | — | CHICAGO, IL | NONE | $40K | — |
| INNOVATIVE SOFTWARE SOLUTIONS, INC. | 23-2182079 | — | NONE | $36K | — |
| PRASAD ELAMANA | 36-6122163 | — | EMPLOYEE | $27K | — |
| BAUM, SIGMAN, AUERBACH, & NEUMAN | 36-2744057 | — | NONE | $19K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $13K | — |
| ASSOCIATED AGENCIES | — | ROLLING MEADOWS, IL | NONE | $12K | — |
| NOVENTECH | — | LOMBARD, IL | NONE | $6K | — |
