Joseph Moreno signed I.B.E.W Local Union No. 124's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
I.B.E.W Local Union No. 124's EIN is 43-1269910.
Download the official 2024 Form 5500 (PDF) for I.B.E.W Local Union No. 124 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)I.B.E.W Local Union No. 124's plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $155K | — |
| 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 Fund | Other securities | — | $508K | $22.1M | 14.1% | |
| Target Retirement 2030 Fund | Other securities | — | $511K | $19.4M | 12.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $57K | $18.8M | 12.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $147K | $11.8M | 7.6% | |
| Target Retirement 2050 Fund | Other securities | — | $221K | $11.0M | 7.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $100K | $10.5M | 6.7% | |
| Vanguard Primecap Fund | Mutual Funds | — | $61K | $10.2M | 6.5% | |
| Target Retirement 2020 Fund | Other securities | — | $299K | $7.9M | 5.1% | |
| Treasury Money Market Investment Fund | Cash / Money Market | — | $7.4M | $7.6M | 4.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $62K | $6.7M | 4.3% | |
| Principal Diversified International Fund | Other securities | — | $48K | $6.2M | 4.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $6.2M | 4.0% | |
| American Century - Small Cap Value Investment R6 Fund | Other securities | — | $508K | $5.4M | 3.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $29K | $4.3M | 2.7% | |
| Vanguard Windsor II Fund | Mutual Funds | — | $46K | $3.6M | 2.3% | |
| Vanguard Explorer Fund | Mutual Funds | — | $30K | $3.2M | 2.1% | |
| Target Retirement 2060 Fund | Other securities | — | $41K | $2.1M | 1.4% | |
| Amer Funds U.S. Govt Sec R6 Fund | Other securities | — | $180K | $2.1M | 1.3% | |
| Target Retirement Income Fund | Other securities | — | $118K | $1.6M | 1.0% | |
| Target Retirement 2070 Fund | Other securities | — | $4K | $106K | <0.1% |
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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | 43-1174269 | — | LEGAL | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCAL UNION 124 BENEFIT OFFICE | 43-1662293 | — | PARTY-IN-INTEREST | $96K | — |
