Jeffrey Cooling signed Board of Trustees, IBEW Local 405 Deferred Savings Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, IBEW Local 405 Deferred Savings Plan's EIN is 42-1494475.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, IBEW Local 405 Deferred Savings Plan 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 |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $89K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund | Mutual Funds | — | $47.2M | $43.4M | 16.5% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $26.5M | $41.7M | 15.9% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | $29.4M | $37.0M | 14.1% | |
| American Funds Europacific Growth F3 | Mutual Funds | — | $36.1M | $35.0M | 13.3% | |
| New York Life Anchor Account 35 | Other securities | — | $22.1M | $30.9M | 11.8% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $30.9M | 11.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $12.7M | $20.3M | 7.7% | |
| Cohen & Steer Realty Shares | Other securities | — | $17.0M | $16.7M | 6.4% | |
| Conestoga Small Cap Fund | Other securities | — | $12.7M | $15.8M | 6.0% | |
| American Century Small Cap Fund | Other securities | — | $12.8M | $13.3M | 5.0% | |
| Vanguard Index TR Small Cap Stock Fund | Mutual Funds | — | $4.4M | $6.0M | 2.3% | |
| Matrix Trust Company Cash Account | Cash / Money Market | — | $135K | $135K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Board of Trustees, IBEW Local 405 Deferred Savings Plan's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
| REINHART BOERNER VAN DEUREN |
| 39-1126909 |
| — |
| NONE |
| $80K |
| — |
| EMPLOYEE GROUP SERVICES LTD DBA AUX | 42-1426202 | — | NONE | $37K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $26K | — |
| BROADRIDGE FINANCIAL SOLUTIONS, INC | — | LAKE SUCCESS, NY | NONE | $25K | — |
