Ironworkers Local 380 Retirement and SEV Fund's EIN is 37-6122834.
Download the official 2024 Form 5500 (PDF) for Ironworkers Local 380 Retirement and SEV Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ironworkers Local 380 Retirement and SEV Fund's plan includes money-purchase contributions, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 23-2384840 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income I | Mutual Funds | — | $5.7M | $5.6M | 15.9% | |
| Ishares S&P 500 Index FD Inst | Common Collective Trusts | — | $4.9M | $5.0M | 14.1% | |
| Fidelity Advisor Equity Growth FD I | Mutual Funds | — | $5.1M | $4.6M | 13.0% | |
| BNY Mellon Dynamic Value Fd | Other securities | — | $4.4M | $4.5M | 12.7% | |
| USAA Government Securities | Other securities | — | $3.9M | $3.9M | 10.9% | |
| Shares Rate Date Registered Investment Companies Amer Beacon SiM Hi Yld Oppt | Other securities | — | $2.6M | $2.6M | 7.3% | |
| Goldman GQG Prtnrs Intl Opp In | Other securities | — | $2.5M | $2.3M | 6.5% | |
| Columbia Mid Cap Index Fund A | Common Collective Trusts | — | $1.5M | $1.3M | 3.7% | |
| Columbia Small Cap Index (A) | Other securities | — | $1.5M | $1.3M | 3.6% | |
| MFS Mid Cap Value Fund A | Mutual Funds | — | $615K | $693K | 1.9% | |
| Eaton Vance Atlanta Cap SMID-Cap | Other securities | — | $365K | $378K | 1.1% | |
| COLUMBIA TRUST STABLE GOVERNMENT FD AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 078 | Common Collective Trust | — | $877K | $343K | 1.0% | |
| PIMCO Commodity Real Ret Str A | Mutual Funds | — | $178K | $291K | 0.8% | |
| Goldman Sachs Small Cap Val A | Other securities | — | $375K | $283K | 0.8% | |
| Janus Triton Fund CL A | Mutual Funds | — | $318K | $256K | 0.7% | |
| MFS International Intrisic Value Fund A | Mutual Funds | — | $271K | $255K | 0.7% | |
| Virtus SGA Emerg Mkts Eqty A | Other securities | — | $287K | $224K | 0.6% | |
| PIMCO Real Return BD FD CL A | Mutual Funds | — | $229K | $219K | 0.6% | |
| PGIM Global Real Estate FD A | Other securities | — | $174K | $161K | 0.5% | |
| Macquarie Science and Tech Y | Other securities | — | $145K | $118K | 0.3% | |
| Invesco Gold & Special Minerals Fund A | Mutual Funds | — | $32K | $43K | 0.1% | |
| Franklin Biotechnology Disc A | Mutual Funds | — | $36K | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $85K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES BLACK | 37-6122834 | — | TRUSTEE | $19K | — |
| JEREMY OCHS | 37-6122834 | — | TRUSTEE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN | 41-0746749 | — | NONE | $61K | — |
| MACNELL ACCOUNTING & CONSULTING,LLP | 30-0510353 | — | NONE | $59K | — |
| ERISA SERVICES | 62-1200951 | — | NONE | $38K | — |
| IRONWORKERS LOCAL UNION 380 | 37-0607813 | — | SHARED MEMBERSHIP | $14K | — |
| HUNT INSURANCE AGENCY, INC. | 36-2730032 | — | NONE | $8K | — |
