Michael J. Asher signed BD of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BD of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund's EIN is 38-3204600.
Download the official 2024 Form 5500 (PDF) for BD of Trustees Sheet Metal Workers Local Union No. 292 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 |
|---|---|---|---|---|---|
| BENESYS, INC | 38-2383171 | — | NONE | $116K | — |
| MORGAN STANLEY | 94-1671384 | — | NONE | $88K | — |
| AMEICAN GRAPHICS PRINTING | 38-2090931 | — | NONE | $24K | — |
| WATKINS PAWLICK CALATI & PRIFTI, PC | 83-2893229 | — | SEE ATTACHED |
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 | |||||
|---|---|---|---|---|---|---|
| Amundi Asset Management Pioneer Bond Fund Class Y | Other securities | — | — | $9.0M | 24.0% | |
| American Century World Mutual Funds Inc. Emerging Mkts R6 Fund ** BlackRock Funds iShares S&P Index Class K Fund | Common Stocks | — | — | $4.7M | 12.6% | |
| Prudential Investment Portfolios, Inc. Prudential Jennison Growth Class A | Common Stocks | — | — | $4.2M | 11.4% | |
| Goldman Sachs Trust Small Cap Value Fund Class R6 ** Janus Henderson Investment Fund Enterprise Fund Class T | Mutual Funds | — | — | $3.0M | 7.9% | |
| Columbia Threadneedle Funds Overseas Value Class Adv Fund | Other securities | — | — | $2.8M | 7.4% | |
| Legg Mason Global Asset Management Trust Clearbridge International Growth Fund Class A | Other securities | — | — | $2.7M | 7.2% | |
| RELIANCE NY LIFE ANCHOR SERIES 1 - NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 001 | Common Collective Trust | — | — | $2.7M | 7.2% | |
| American Funds New World Fund R5 | Mutual Funds | — | — | $2.0M | 5.4% | |
| MFS Series Trust I MFS Value Fund Class A | Mutual Funds | — | — | $1.9M | 5.0% | |
| American Century Capital Portfolios Inc. Mid Cap Value R6 Fund | Common Stocks | — | — | $1.5M | 3.9% | |
| S Invesco Small Cap Value Class Y | Mutual Funds | — | — | $1.1M | 3.0% | |
| PARTICIPANT LOANS Participant loans secured by vested account balance - Various Participants interest rates 5.50% | Bonds / Notes | — | $723K | $723K | 1.9% | |
| Virtus Investment Partners KAR Small-Cap Growth Class I | Other securities | — | — | $401K | 1.1% | |
| BlackRock Funds Inflation Protected Bond Fund Class A ** 6 Lord Abbett Inflation Focused Class A | Mutual Funds | — | — | $326K | 0.9% | |
| Fifth Third Bank Interest Bearing Cash | Cash / Money Market | — | $120K | $120K | 0.3% | |
| Fidelity Investments Fidelity Government Cash Reserves | Mutual Funds | — | $17K | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
BD of Trustees Sheet Metal Workers Local Union No. 292 Annuity Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
| $16K |
| — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | SEE ATTACHED | $14K | — |
| FIDELITY INVESTMETNS | — | CINCINATI, OH | NONE | $10K | — |
