Trustees Electrical Workers Local No.292 Defined Contribution and 401(k)'s EIN is 41-1760754.
Download the official 2024 Form 5500 (PDF) for Trustees Electrical Workers Local No.292 Defined Contribution and 401(k) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees Electrical Workers Local No.292 Defined Contribution and 401(k)'s plan includes profit-sharing, a 401(k) feature, 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 INVESTMENT MGMT SCVS | 01-0233346 | — | NONE | $337K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLIARD CAPITAL MANAGEMENT, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $662.0M | 55.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $292.9M | 24.7% | |
| IBEW NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | — | — | $151.2M | 12.7% | |
| [Assets held in common stock] | Other | — | — | $74.2M | 6.2% | |
| T. ROWE PRICE RETIREMENT 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $57.9M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2050 T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $57.3M | 4.8% | |
| IBEW-NECA STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 93-6223188 / PN 001 | Common Collective Trust | — | — | $54.1M | 4.6% | |
| FIAM GROUP TRUST FOR EMPLOYEE BENEF FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 012 | Common Collective Trust | — | — | $52.7M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2045 T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $40.0M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2035 T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $39.3M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2030 T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $34.3M | 2.9% | |
| [Assets held in 103-12 investment entity] | Other | — | — | $32.8M | 2.8% | |
| MARATHON-LONDON INTERNATIONAL FUND MARATHON ASSET MANAGEMENT LIMITED · EIN 61-6506892 / PN 001 | 103-12 Investment Entity | — | — | $32.8M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2060 T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $25.7M | 2.2% | |
| BNYM MELLON AFL-CIO SL SMALL CAP ST THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 342 | Common Collective Trust | — | — | $22.3M | 1.9% | |
| BNYM MELLON AFL-CIO SL MID CAP STOC THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 341 | Common Collective Trust | — | — | $22.0M | 1.9% | |
| T. ROWE PRICE RETIREMENT 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $19.0M | 1.6% | |
| WTC-CIF II INTERNATIONAL OPPORTUNIT WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 159 | Common Collective Trust | — | — | $18.5M | 1.6% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $17.0M | 1.4% | |
| BNYM INSIGHT NSL GLOBAL CORE PLUS U THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 279 | Common Collective Trust | — | — | $12.7M | 1.1% | |
| LOOMIS SAYLES GLOBAL CIT LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 013 | Common Collective Trust | — | — | $9.9M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2055 T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $9.3M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2020 T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $8.2M | 0.7% | |
| [Assets held in participant loans] | Other | — | — | $6.8M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $4.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT BALANCED T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3.8M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.2% |
| 41-1813702 |
| — |
| NONE |
| $195K |
| — |
| SMITH GROUP ASSET MANAGEMENT, LLC | 13-3680189 | — | NONE | $158K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | — | NONE | $142K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I.B.E.W. 292 HEALTH CARE PLAN | 41-1384754 | — | RELATED FUND | $375K | — |
| SHUMAKER LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $92K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | 93-1799133 | — | NONE | $87K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $27K | — |
