Trustees Teamsters Local 346 Savings & 401(k) Plan's EIN is 41-1872921.
Download the official 2024 Form 5500 (PDF) for Trustees Teamsters Local 346 Savings & 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees Teamsters Local 346 Savings & 401(k) Plan's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS RETIREMENT SOLUTIONS | 45-6062081 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target Retirement 2035 | Mutual Funds | — | $4.1M | $5.2M | 17.5% | |
| American Funds Target Retirement 2025 | Mutual Funds | — | $3.6M | $4.2M | 14.2% | |
| American Funds Target Retirement 2030 | Mutual Funds | — | $2.6M | $3.3M | 11.2% | |
| American Funds Target Retirement 2020 | Mutual Funds | — | $2.3M | $2.6M | 9.0% | |
| American Funds Target Retirement 2040 | Mutual Funds | — | $1.9M | $2.5M | 8.6% | |
| American Funds Target Retirement 2050 | Mutual Funds | — | $1.9M | $2.4M | 8.2% | |
| American Funds Target Retirement 2045 | Mutual Funds | — | $1.0M | $1.4M | 4.7% | |
| American Washington Mutual Investors | Other securities | — | $917K | $1.3M | 4.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | $966K | $966K | 3.3% | |
| MFS Growth R6 | Mutual Funds | — | $628K | $835K | 2.8% | |
| American Funds Target Retirement 2055 | Mutual Funds | — | $509K | $608K | 2.1% | |
| American EuroPacific Growth Fund | Other securities | — | $475K | $525K | 1.8% | |
| JP Morgan Core Bond Ultra | Other securities | — | $525K | $472K | 1.6% | |
| American Funds Target Retirement 2060 | Mutual Funds | — | $334K | $421K | 1.4% | |
| American Funds Target Retirement 2015 | Mutual Funds | — | $303K | $340K | 1.2% | |
| Artisan Mid Cap Value Fund | Other securities | — | $353K | $339K | 1.1% | |
| Sch H, Line 1c(13) - Mutual funds American Balanced Fund | Other securities | — | $257K | $337K | 1.1% | |
| Goldman Sachs Growth Mid Cap Growth Fund | Other securities | — | $285K | $330K | 1.1% | |
| Franklin Small Cap Value Adv | Mutual Funds | — | $243K | $303K | 1.0% | |
| American Funds Target Retirement 2065 | Mutual Funds | — | $264K | $301K | 1.0% | |
| American Funds Target Retirement 2070 R6 10 American New Perspective Fund | Mutual Funds | — | $188K | $275K | 0.9% | |
| T Rowe Price QM SM Cap | Mutual Funds | — | $208K | $258K | 0.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $128K | $144K | 0.5% | |
| Supplemental Schedule 2 December 31, 2024 Units Held Cost Fair Value Sch H, Line 1c(1) - Interest-bearing cash North Shore Bank of Commerce | Cash / Money Market | — | $76K | $76K | 0.3% | |
| American Funds Target Retirement 2010 | Mutual Funds | — | $7K | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILSON MCSHANE CORPORATION |
| 41-0956552 |
| — |
| NONE |
| $26K |
| — |
| ANDREW, BRANSKY & POOLE, P.A. | 41-1502219 | — | NONE | $13K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $12K | — |
