JT Board Trustees IBEW Local 252's EIN is 38-6323896.
Download the official 2024 Form 5500 (PDF) for JT Board Trustees IBEW Local 252 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JT Board Trustees IBEW Local 252's plan includes a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAW OFFICE OF THOMAS D. LUCZAK PLLC | 87-3430280 | ANN ARBOR, MI | NONE | $178K | — |
| RBC WEALTH MANAGEMENT | — | BLOOMFIELD HILLS, MI | NONE | $93K | — |
| ADP | 22-1467904 | PHILADELPHIA, PA | NONE | $85K | — |
| ANN ARBOR BENEFITS ADMINISTRATORS |
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 | |||||
|---|---|---|---|---|---|---|
| 2040 Target Date | Other securities | — | — | $25.7M | 18.0% | |
| 2035 Target Date | Other securities | — | — | $19.9M | 13.9% | |
| 2045 Target Date | Other securities | — | — | $18.7M | 13.1% | |
| 2030 Target Date | Other securities | — | — | $18.2M | 12.7% | |
| 2050 Target Date | Other securities | — | — | $13.6M | 9.5% | |
| 2025 Target Date | Other securities | — | — | $11.9M | 8.3% | |
| 2055 Target Date | Other securities | — | — | $8.5M | 5.9% | |
| 500 Index Fund | Common Collective Trusts | — | — | $3.8M | 2.7% | |
| Blue Chip Growth | Other securities | — | — | $3.7M | 2.6% | |
| 2060 Target Date | Other securities | — | — | $2.9M | 2.1% | |
| Baron Focused Growth Fund | Other securities | — | — | $1.9M | 1.3% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $1.9M | 1.3% | |
| Invesco Val Opport Fund | Mutual Funds | — | — | $1.3M | 0.9% | |
| Metlife Rel Stable Value | Stable Value | — | — | $1.3M | 0.9% | |
| BNYM Strategic Value | Other securities | — | — | $1.2M | 0.8% | |
| Putnam Small Cap Growth | Mutual Funds | — | — | $1.2M | 0.8% | |
| AMC In Retirement Port | Other securities | — | — | $1.0M | 0.7% | |
| MET LIFE REL STABLE VALUE MET LIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.7% | |
| GDS Intl Equity | Other securities | — | — | $1.0M | 0.7% | |
| PIMCO Rae US Sm Instl | Mutual Funds | — | — | $862K | 0.6% | |
| American Funds Amer Balanced R6 | Mutual Funds | — | — | $777K | 0.5% | |
| Goldman Sachs Emerging Markets Equity Insights Fund | Other securities | — | — | $572K | 0.4% | |
| Blackrock Inflation Protected Bond Portfolio | Other securities | — | — | $397K | 0.3% | |
| American Beacon Sim High Yield | Other securities | — | — | $367K | 0.3% | |
| Advisor Technology | Other securities | — | — | $349K | 0.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $285K | 0.2% | |
| Tot Intl Stock Ind Adm | Other securities | — | — | $253K | 0.2% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $153K | 0.1% | |
| PRN Diversified Income Inst | Other securities | — | — | $146K | 0.1% | |
| AMF American High Income | Other securities | — | — | $96K | <0.1% | |
| Small Cap Index Admr | Other securities | — | — | $42K | <0.1% | |
| Mid Cap Index Adm | Other securities | — | — | $31K | <0.1% | |
| 2065 Target Date | Other securities | — | — | $27K | <0.1% | |
| T. Rowe Instl Long Dur Credit | Other securities | — | — | $27K | <0.1% | |
| Fidelity Sel Health Care Svcs | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 38-2866123 |
| ANN ARBOR, MI |
| NONE |
| $48K |
| — |
| POLK AND ASSOCIATES, P.L.C. | 38-3388760 | BINGHAM FARMS, MI | NONE | $33K | — |
| CONLIN, MCKENNEY & PHILBRICK, P.C. | — | ANN ARBOR, MI | NONE | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | SALEM, NH | NONE | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | SALEM, NH | NONE | $0 | — |
