Joseph Moreno signed IBEW Local Union No. 124's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IBEW Local Union No. 124's EIN is 43-1269910.
Download the official 2024 Form 5500 (PDF) for IBEW Local Union No. 124 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local Union No. 124's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $213K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | INVESTMENT ADVISORY | $20K |
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 | |||||
|---|---|---|---|---|---|---|
| Target Retirement 2040 Inv Fund | Other securities | — | $1.7M | $74.8M | 16.7% | |
| Target Retirement 2030 Inv Fund | Other securities | — | $1.5M | $55.5M | 12.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $146K | $48.5M | 10.8% | |
| Target Retirement 2050 Inv Fund | Other securities | — | $920K | $45.9M | 10.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $426K | $34.2M | 7.6% | |
| PRIN SCCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $235K | $24.8M | 5.5% | |
| Treasury Money Market Fund | Cash / Money Market | — | $22.8M | $22.8M | 5.1% | |
| Vanguard Primecap Admiral Fund | Mutual Funds | — | $125K | $20.9M | 4.7% | |
| Target Retirement 2060 Inv Fund | Other securities | — | $344K | $17.6M | 3.9% | |
| Target Retirement 2020 Inv Fund | Other securities | — | $642K | $17.0M | 3.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $140K | $15.3M | 3.4% | |
| American Century - Small Cap Value Investment Fund | Other securities | — | $1.3M | $14.2M | 3.2% | |
| Principal Diversified International Fund | Other securities | — | $93K | $12.2M | 2.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $12.2M | 2.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $64K | $9.4M | 2.1% | |
| Vanguard Windsor II Admiral Fund | Mutual Funds | — | $119K | $9.3M | 2.1% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $81K | $8.6M | 1.9% | |
| American Funds U.S. Government Sec R6 Fund | Mutual Funds | — | $446K | $5.2M | 1.2% | |
| Target Retirement Income Inv Fund | Other securities | — | $206K | $2.7M | 0.6% | |
| Target Retirement 2070 Inv Fund | Other securities | — | $58K | $1.5M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLP | 43-0765316 | — | AUDITOR | $19K | — |
| CONSTRUCTION BENEFITS AUDIT CORP | 43-1244218 | — | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | 43-1174269 | — | LEGAL | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCAL UNION 124 BENEFIT OFFICE | 43-1662293 | — | PARTY-IN-INTEREST | $165K | — |
