Scott D Brotherton signed Board of Trustees, Flint Area Sheet Metal Workers Local 7 ZONE 4's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Flint Area Sheet Metal Workers Local 7 ZONE 4's EIN is 38-6082372.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Flint Area Sheet Metal Workers Local 7 ZONE 4 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 |
|---|---|---|---|---|---|
| FIERA CAPITAL MANAGEMENT | — | DAYTON, OH | NONE | $22K | — |
| CAMBIAR INVESTORS, LLC | — | DENVER, CO | NONE | $17K | — |
| ASB CAPITAL MANAGEMENT | 80-0618452 |
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.
| — |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAYSTONE CONSULTING | — | CHICAGO, IL | NONE | $153K | — |
| BENESYS, INC. | 38-2383171 | — | NONE | $97K | — |
| FOUNDRY PARTNERS, LLC | — | MINNEAPOLIS, MN | NONE | $43K | — |
| ARISTOTLE | — | LOS ANGELES, CA | NONE | $41K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $32K | — |
| LEDBETTER PARISI, LLC | 03-0599899 | — | NONE | $31K | — |
| BENDA, GRACE, STULZ, & COMPANY, P.C | 38-2284921 | — | NONE | $18K | — |
| COMERICA BANK | 38-0477375 | — | NONE | $17K | — |
| TCW INVESTMETNT MANAGEMENT COMPANY | — | LOS ANGELES, CA | — | $0 | — |
| SAGE ADVISORY SERVICES, LTD | — | AUSITN, TX | — | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| L&G S&P 500 CIT FUND CL D RELIANCE TRUST · EIN 35-7085469 / PN 005 | Common Collective Trust | — | $3.2M | $6.1M | 9.8% | |
| HEDGE FUNDS BNY Mellon Ironwood Institutional Ltd. | Common Stocks | — | $2.5M | $4.5M | 7.4% | |
| Goldman Sachs Financial Square Funds - Government Funds | Other securities | — | $3.4M | $3.4M | 5.6% | |
| COMMON COLLECTIVE TRUSTS ASB Allegiance ASB Allegiance Real Estate Fund | Common Collective Trusts | — | $1.9M | $3.2M | 5.2% | |
| THE ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | — | — | $3.0M | 4.9% | |
| LIMITED PARTNERSHIPS Private Advisors Capital Small Company Private Equity Fund VIII, L.P. | Common Stocks | — | $664K | $3.0M | 4.9% | |
| S The Union Labor Life Insurance Co. Separtate Account J | Pooled Separate Accounts | — | $2.4M | $2.2M | 3.6% | |
| SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE CO. · EIN 13-1423090 / PN 203 | Pooled Separate Account | — | — | $2.1M | 3.4% | |
| Madison Core Property Fund, L.P. | Other securities | — | $2.1M | $2.0M | 3.2% | |
| S Carillion Chartwell Short Duration High Yield Fund Class I | Mutual Funds | — | $1.1M | $1.1M | 1.8% | |
| Nvidia Corp Common stock | Common Stocks | — | $46K | $769K | 1.2% | |
| Microsoft Corp Common stock | Common Stocks | — | $549K | $662K | 1.1% | |
| Amazon Common stock | Common Stocks | — | $114K | $406K | 0.7% | |
| Servicenow Inc Common stock | Common Stocks | — | $57K | $403K | 0.7% | |
| Alphabet Inc CL C Common stock | Common Stocks | — | $92K | $399K | 0.6% | |
| JPMorgan Chase & Co Common stock | Common Stocks | — | $111K | $320K | 0.5% | |
| Duke Energy Corp Common stock | Common Stocks | — | $231K | $286K | 0.5% | |
| Visa Inc Cl A Common stock | Common Stocks | — | $64K | $279K | 0.5% | |
| Verizon Commns Inc Common stock | Common Stocks | — | $252K | $276K | 0.4% | |
| Facebook Inc Common stock | Common Stocks | — | $245K | $275K | 0.4% | |
| Sony Corp Amern Sh Common stock | Common Stocks | — | $177K | $248K | 0.4% | |
| Brookfield Corp CL Common stock | Common Stocks | — | $168K | $236K | 0.4% | |
| Costco Wholesale Corp Common stock | Common Stocks | — | $44K | $235K | 0.4% | |
| Broadcom Inc Common stock | Common Stocks | — | $276K | $234K | 0.4% | |
| Safran S A ADR Common stock | Common Stocks | — | $87K | $229K | 0.4% | |
| Bank New York Mellon Corp Common stock | Common Stocks | — | $127K | $223K | 0.4% | |
| Crowdstrike Holdings Inc A Common stock | Common Stocks | — | $84K | $217K | 0.4% | |
| Monotaro Co Ltd Common stock | Common Stocks | — | $151K | $216K | 0.3% | |
| Hartford Finl Svcs Group Inc Common stock | Common Stocks | — | $130K | $213K | 0.3% | |
| Pan Pacific Intl Hldgs Corp Common stock | Common Stocks | — | $110K | $212K | 0.3% | |
| Munich Re Group ADR Common stock | Common Stocks | — | $73K | $211K | 0.3% | |
| Ing Groep NV ADR Common stock | Common Stocks | — | $95K | $201K | 0.3% | |
| Goldman Sachs Group Inc Common stock | Common Stocks | — | $112K | $194K | 0.3% | |
| Simon Property Group Inc Common stock | Common Stocks | — | $154K | $192K | 0.3% | |
| United States Government U.S. Treasury dtd 4.125% due 11/15/2024 | Bonds / Notes | — | $188K | $190K | 0.3% | |
| Altria Group Inc Common stock | Common Stocks | — | $145K | $189K | 0.3% | |
| Intuitive Surgical Inc Common stock | Common Stocks | — | $91K | $185K | 0.3% | |
| Coca-Cola Europacific Partners Shs Com Common stock | Common Stocks | — | $99K | $185K | 0.3% | |
| United States Government U.S. Treasury bds 0.000% due 01/15/2025 | Bonds / Notes | — | $180K | $184K | 0.3% | |
| S&P Global Inc Common stock | Common Stocks | — | $73K | $184K | 0.3% | |
| United Rentals Inc Common stock | Common Stocks | — | $101K | $183K | 0.3% | |
| Roche Hldg Ltd Common stock | Common Stocks | — | $141K | $182K | 0.3% | |
| Cummins Inc Common stock | Common Stocks | — | $180K | $181K | 0.3% | |
| Accenture PLC CL A Common stock | Common Stocks | — | $175K | $180K | 0.3% | |
| Boston Scientific Corp Common stock | Common Stocks | — | $67K | $178K | 0.3% | |
| United States Government U.S. Treausry bds 1.250% due 05/15/2050 | Bonds / Notes | — | $192K | $178K | 0.3% | |
| DBS Group Hldgs LTD Sponsored ADR Common stock | Common Stocks | — | $75K | $177K | 0.3% | |
| Cameco Corp Common stock | Common Stocks | — | $90K | $174K | 0.3% | |
| Kroger Co Common stock | Common Stocks | — | $100K | $173K | 0.3% | |
| US Bancorp Common stock | Common Stocks | — | $195K | $170K | 0.3% |
