I.A.T.S.E. Local No. 31's EIN is 44-0459340.
Download the official 2024 Form 5500 (PDF) for I.A.T.S.E. Local No. 31 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)I.A.T.S.E. Local No. 31's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC. | 84-0854432 | — | NONE | $19K | — |
| DEBOER & ASSOCIATES, P.C. | 47-0836395 | — | NONE | $19K | — |
| CBIZ | 31-1582098 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond | Mutual Funds | — | $3.0M | $2.9M | 24.0% | |
| Vanguard Growth ETF | Mutual Funds | — | $2.6M | $2.5M | 20.3% | |
| Vanguard FTSE All World | Mutual Funds | — | $2.6M | $2.5M | 20.0% | |
| Vanguard Mid Cap ETF | Mutual Funds | — | $645K | $612K | 5.0% | |
| Schwab Treasury Obligations | Mutual Funds | — | $246K | $246K | 2.0% | |
| Vanguard Short Term Invt Grade #539 382 Vanguard Small Cap ETF | Mutual Funds | — | $215K | $203K | 1.7% | |
| Charles Schwab Bank | Mutual Funds | — | $197K | $197K | 1.6% | |
| Ishares Iboxx High Yield | Other securities | — | $166K | $164K | 1.3% | |
| Vanguard Intermediate | Mutual Funds | — | $166K | $163K | 1.3% | |
| First Am Govt | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
