Scott Hart signed Joint Board of Trustees, Operating Engineers Local 324, DC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joint Board of Trustees, Operating Engineers Local 324, DC's EIN is 38-3386104.
Download the official 2024 Form 5500 (PDF) for Joint Board of Trustees, Operating Engineers Local 324, DC 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 |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Joint Board of Trustees, Operating Engineers Local 324, DC's plan includes money-purchase contributions.
| Direct comp |
|---|
| Indirect comp |
|---|
| PERMIRA ADVISORS LLP | — | — | NONE KNOWN | $110K | — |
| SCHRODER INVESTMENT MANAGEMENT NA | 13-4064414 | — | NONE KNOWN | $105K | — |
| WASHINGTON CAPITAL MANAGEMENT INC. | 91-1042342 | — | NONE KNOWN | $98K | — |
| AXIOM INVESTORS, LLC | — | GREENWICH, CT | NONE KNOWN | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKSTONE INFRA PARTNERS V FEEDER | — | NEW YORK, NY | NONE KNOWN | $446K | — |
| PGIM | — | NEWARK, NJ | NONE KNOWN | $372K | — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | — | NONE KNOWN | $206K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE KNOWN | $163K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $141K | — |
| EARNEST PARTNERS, LLC | 58-2386669 | — | NONE KNOWN | $133K | — |
| ALCENTRA EUROPEAN CREDIT OPP FD | 98-1453417 | — | NONE KNOWN | $95K | — |
| HUDSON EDGE INVESTMENT PARTNERS INC | 52-1296988 | — | NONE KNOWN | $91K | — |
| NATIONAL INVSTMNT SERV OF AMERICA | 84-3937993 | — | NONE KNOWN | $84K | — |
| CRESCENT CAPITAL GROUP | — | LOS ANGELES, CA | NONE KNOWN | $76K | — |
| THE LONDON COMPANY OF VIRGINIA, LLC | 90-0824693 | — | NONE KNOWN | $72K | — |
| NOVARA TESIJA CATENACCI MCDONALD | 38-3763096 | — | NONE KNOWN | $70K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | — | NONE KNOWN | $69K | — |
| LINDSELL TRAIN LIMITED | 98-1104976 | — | NONE KNOWN | $52K | — |
| NEPC, LLC | 26-1429809 | — | NONE KNOWN | $46K | — |
| STEFANSKY, HOLLOWAY & NICHOLS, INC. | 38-2388845 | — | NONE KNOWN | $45K | — |
| AMERICAN GRAPHICS PRINTING CO. | 38-2090931 | — | NONE KNOWN | $38K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE KNOWN | $33K | — |
| MORGAN STANLEY | 36-3145972 | — | NONE KNOWN | $33K | — |
| WEISMAN, YOUNG & RUEMENAPP, P.C. | 38-2590458 | — | NONE KNOWN | $17K | — |
| ASHERKELLY | — | SOUTHFIELD, MI | NONE KNOWN | $12K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE KNOWN | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAJ INVEST MASTER CIT SEI TRUST COMPANY · EIN 83-4025990 / PN 129 | Common Collective Trust | — | $14.8M | $14.9M | 6.0% | |
| BNY MELLON BLACKSTONE INFRA PTNRS V FDR | Other securities | — | $10.6M | $14.4M | 5.8% | |
| NCS GROUP TRUST - INTERNATIONAL FD BNY MELLON INVESTMENT ADVISER, INC. · EIN 76-6192146 / PN 001 | 103-12 Investment Entity | — | $11.9M | $13.3M | 5.3% | |
| BNY MELLON HGK TRINITY STREET | Other securities | — | $10.9M | $13.1M | 5.3% | |
| NIS INTERMEDIATE FIXED INC FUND, LL NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 20-0065449 / PN 004 | Common Collective Trust | — | $10.5M | $12.3M | 5.0% | |
| BNY MELLON PRISA III FUND LP | Other securities | — | $2.8M | $11.6M | 4.7% | |
| JENNISON GLOBAL OPP FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 210 | Common Collective Trust | — | $10.8M | $11.4M | 4.6% | |
| NHIT MULTISECTOR FULL DISCRETION LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 005 | Common Collective Trust | — | $9.0M | $11.1M | 4.5% | |
| BNY MELLON ARENA SHORT DUR HIGH YIELD LP SRS E | Other securities | — | $8.2M | $8.5M | 3.4% | |
| BNY MELLON AXIOM EMERGING MARKETS EQUITY | Other securities | — | $5.4M | $8.2M | 3.3% | |
| BNY MELLON ABS GLOBAL LNG SHORT | Structured Credit (CLO/ABS) | — | $6.7M | $7.1M | 2.9% | |
| PARTICIPANTS Participant notes receivable - BEARING INTEREST RATES RANGING FROM 4.25 TO 6.50 PERCENT - | Other securities | — | — | $7.0M | 2.8% | |
| BNY MELLON INTERCONTINENTAL US RE FD LLC | Other securities | — | $6.9M | $6.7M | 2.7% | |
| BNY MELLON MESIROW FLOATING RATE FUND I LP | Bonds / Notes | — | $5.0M | $5.9M | 2.4% | |
| BNY MELLON GROSVENOR SPECIAL OPPORTUNITIES FUND, LTD | Common Stocks | — | $6.1M | $5.6M | 2.2% | |
| CRESCENT CAPITAL TRUST II (LEVERED) GLOBAL TRUST COMPANY · EIN 32-6471303 / PN 005 | Common Collective Trust | — | $4.6M | $4.7M | 1.9% | |
| BNY MELLON BEACH POINT TOTAL RETURN OFFSHORE FUND II LTD | Common Stocks | — | $2.6M | $3.5M | 1.4% | |
| BNY MELLON RIVERVIEW GLOBAL MACRO FD (CAYMAN) LP | Other securities | — | $3.4M | $3.5M | 1.4% | |
| WACAP O TRAN INFRA CAPITAL PARTNERS WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 88-1496790 / PN 001 | 103-12 Investment Entity | — | $3.3M | $3.4M | 1.4% | |
| BNY MELLON PEMBERTON EVERGREEN | Other securities | — | $3.0M | $3.3M | 1.3% | |
| ALCENTRA EURO CR OPP FD III SCSP ALCENTRA EUROPEAN CREDIT OPPORTUNITIES FUND III SCSP · EIN 98-1453417 / PN 001 | 103-12 Investment Entity | — | $3.7M | $3.3M | 1.3% | |
| WACAP O REAL ESTATE OPPORT FD VIII WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 87-2580443 / PN 001 | 103-12 Investment Entity | — | $3.3M | $3.3M | 1.3% | |
| BNY MELLON SCHRODER TAFT-HARTLEY INCOME FUND | Other securities | — | $3.1M | $3.2M | 1.3% | |
| BNY MELLON SIGULER GUFF SM BUS CR OPP III | Other securities | — | $2.2M | $2.1M | 0.9% | |
| BNY MELLON APPLE INC | Common Stocks | — | $940K | $2.1M | 0.8% | |
| BNY MELLON PERMIRA CREDIT SOLUTIONS MANAGED ACCOUNT N LP | Other securities | — | $1.4M | $1.9M | 0.8% | |
| BNY MELLON MICROSOFT CORP | Common Stocks | — | $624K | $1.8M | 0.7% | |
| COLLECTIVE TRUST GOV SHORT TERM INV THE BANK OF NEW YORK MELLON · EIN 81-6243181 / PN 001 | Common Collective Trust | — | $2.3M | $1.8M | 0.7% | |
| NIS TOTAL ABS RETURN FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 45-4783986 / PN 001 | Common Collective Trust | — | $1.1M | $1.4M | 0.6% | |
| BNY MELLON PROGRESSIVE CORP/THE | Common Stocks | — | $443K | $1.3M | 0.5% | |
| BNY MELLON PHILIP MORRIS INTERNATIONAL IN | Other securities | — | $637K | $1.3M | 0.5% | |
| BNY MELLON AMAZON.COM INC | Common Stocks | — | $757K | $1.1M | 0.5% | |
| BNY MELLON BERKSHIRE HATHAWAY INC | Common Stocks | — | $469K | $1.1M | 0.5% | |
| NIS HIGH YIELD FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | $813K | $1.0M | 0.4% | |
| BNY MELLON NINTENDO CO LTD | Common Stocks | — | $598K | $944K | 0.4% | |
| BNY MELLON AIR PRODUCTS AND CHEMICALS INC | Common Stocks | — | $836K | $866K | 0.3% | |
| NIS PREFERRED STOCK FUND II, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 16-1626084 / PN 002 | Common Collective Trust | — | $709K | $860K | 0.3% | |
| BNY MELLON BLACKROCK INC | Common Stocks | — | $534K | $859K | 0.3% | |
| BNY MELLON MASTERCARD INC | Common Stocks | — | $287K | $827K | 0.3% | |
| BNY MELLON ELI LILLY & CO | Common Stocks | — | $298K | $805K | 0.3% | |
| BNY MELLON CHARLES SCHWAB CORP/THE | Mutual Funds | — | $500K | $762K | 0.3% | |
| BNY MELLON UBER TECHNOLOGIES INC | Common Stocks | — | $549K | $719K | 0.3% | |
| BNY MELLON TEXAS INSTRUMENTS INC | Common Stocks | — | $589K | $706K | 0.3% | |
| BNY MELLON NORFOLK SOUTHERN CORP | Common Stocks | — | $655K | $698K | 0.3% | |
| BNY MELLON FIDELITY NATIONAL INFORMATION | Mutual Funds | — | $802K | $668K | 0.3% | |
| BNY MELLON JOHNSON & JOHNSON | Other securities | — | $626K | $655K | 0.3% | |
| BNY MELLON PAYCHEX INC | Common Stocks | — | $388K | $636K | 0.3% | |
| BNY MELLON AMPHENOL CORP | Common Stocks | — | $227K | $612K | 0.2% | |
| BNY MELLON FASTENAL CO | Common Stocks | — | $288K | $596K | 0.2% | |
| BNY MELLON DOMINION ENERGY INC | Common Stocks | — | $810K | $577K | 0.2% |
