Sheet Metal Workers International Assoc., Local 3's EIN is 47-0795205.
Download the official 2023 Form 5500 (PDF) for Sheet Metal Workers International Assoc., Local 3 from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sheet Metal Workers International Assoc., Local 3's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | VENDOR | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | ADVISOR | $57K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAACRF LfCycInd 2040 Inst Mutual Fund | Other securities | — | — | $6.5M | 12.9% | |
| Fid 500 Indx Mutual Fund | Mutual Funds | — | — | $4.9M | 9.8% | |
| Vngrd Wndsr Adml Mutual Fund | Other securities | — | — | $4.6M | 9.1% | |
| NW FXD SEL OPTN Guaranteed Investment | Other securities | — | — | $4.2M | 8.4% | |
| Ptnm Gr Oppr Y Mutual Fund | Other securities | — | — | $3.7M | 7.4% | |
| Vngrd Bal Indx Adml Mutual Fund | Other securities | — | — | $3.6M | 7.1% | |
| TIAACRF LfCycInd 2050 Inst Mutual Fund | Other securities | — | — | $1.6M | 3.2% | |
| TIAACRF LfCycInd 2035 Inst Mutual Fund | Other securities | — | — | $1.5M | 3.0% | |
| Artisan Intl Val Inst Mutual Fund | Other securities | — | — | $1.5M | 2.9% | |
| TIAACRF LfCycInd 2030 Inst Mutual Fund | Other securities | — | — | $1.4M | 2.9% | |
| NW Geneva SmCapGr Inst Svc Mutual Fund | Other securities | — | — | $1.4M | 2.8% | |
| Vic Syc Estblshd Val I Mutual Fund | Other securities | — | — | $1.3M | 2.6% | |
| TIAACRF LfCycInd 2045 Inst Mutual Fund | Other securities | — | — | $1.2M | 2.4% | |
| TIAACRF LfCycInd 2025 Inst Mutual Fund | Other securities | — | — | $1.0M | 2.0% | |
| Fid US Bd Indx Mutual Fund | Mutual Funds | — | — | $675K | 1.3% | |
| TIAACRF LfCycInd 2060 Inst Mutual Fund | Other securities | — | — | $594K | 1.2% | |
| TIAACRF LfCycInd 2055 Inst Mutual Fund | Other securities | — | — | $573K | 1.1% | |
| GdmnScs GQGPtnr Intl Oppr Mutual Fund | Other securities | — | — | $527K | 1.0% | |
| NW Loomis AllCap Gr R6 Mutual Fund | Other securities | — | — | $511K | 1.0% | |
| DodgeCox Intl Stk Mutual Fund | Other securities | — | — | $495K | 1.0% | |
| Fid Intl Indx Mutual Fund | Mutual Funds | — | — | $481K | 1.0% | |
| CohenStrs RealEst Sec Inst Mutual Fund | Other securities | — | — | $481K | 1.0% | |
| JPM LgCap Gr R6 Mutual Fund | Other securities | — | — | $451K | 0.9% | |
| DFA Emrg Mkt Cor Eq Inst Mutual Fund | Mutual Funds | — | — | $444K | 0.9% | |
| Ivy Asst Strat N Mutual Fund ** 731 JPM Eq Inc R5 Mutual Fund | Common Stocks | — | — | $415K | 0.8% | |
| TIAACRF LfCycInd 2020 Inst Mutual Fund | Other securities | — | — | $403K | 0.8% | |
| PGIM Ttl Rtn Bd R6 Mutual Fund | Other securities | — | — | $356K | 0.7% | |
| BlkRk Advtg SmCap Gr Inst Mutual Fund ** 915 BlkRk Enrgy Oppr Inst Mutual Fund ** 763 BlkRk Hi Yld Bd Port K Mutual Fund | Other securities | — | — | $355K | 0.7% | |
| Fed Hrms Inst HiYldBd Inst Mutual Fund | Other securities | — | — | $348K | 0.7% | |
| Prncpl Glbl RealEst Mutual Fund | Other securities | — | — | $244K | 0.5% | |
| PIMCO Real Rtn Inst Mutual Fund | Mutual Funds | — | — | $240K | 0.5% | |
| MFS MdCap Gr R6 Mutual Fund | Mutual Funds | — | — | $234K | 0.5% | |
| Diamond Hill MdCap I Mutual Fund | Other securities | — | — | $229K | 0.5% | |
| TIAACRF LfCycInd 2010 Inst Mutual Fund | Other securities | — | — | $223K | 0.4% | |
| BlkRk Natrl Rsrc Tr Inst Mutual Fund ** 454 BlkRk Strat Inc Oppr I Mutual Fund | Common Stocks | — | — | $219K | 0.4% | |
| Legal & Genrl Comm Strtg Fund Mutual Fund | Other securities | — | — | $186K | 0.4% | |
| AB Glbl Bd I Mutual Fund | Other securities | — | — | $179K | 0.4% | |
| Vngrd GNMA Adml Mutual Fund | Agency / Mortgage-Backed | — | — | $168K | 0.3% | |
| TIAACRF LfCycInd 2015 Inst Mutual Fund | Other securities | — | — | $167K | 0.3% | |
| BlkRk Ttl Rtn K Mutual Fund | Other securities | — | — | $162K | 0.3% | |
| Vngrd Explr Adml Mutual Fund | Other securities | — | — | $161K | 0.3% | |
| Avnts US SmCap Val Inst Mutual Fund | Other securities | — | — | $134K | 0.3% | |
| Vngrd Ttl StMkt Indx Fd AS Mutual Fund | Other securities | — | — | $119K | 0.2% | |
| Baird Cor Pls Bd Inst Mutual Fund | Other securities | — | — | $106K | 0.2% | |
| BrwnAdv Sustnble Gr Inst Mutual Fund | Other securities | — | — | $89K | 0.2% | |
| DFA Intl Lgcap Mutual Fund | Mutual Funds | — | — | $89K | 0.2% | |
| Col Sel LgCap Gr Inst2 Mutual Fund | Other securities | — | — | $85K | 0.2% | |
| Vngrd Wlsly Inc Adml Mutual Fund | Common Stocks | — | — | $83K | 0.2% | |
| DFA US LgCap Val Inst Mutual Fund | Mutual Funds | — | — | $76K | 0.2% | |
| AmFds Cap Wld Gr INC R6 Mutual Fund ** 901 AmFds New Wld R6 Mutual Fund | Common Stocks | — | — | $67K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SECURITIES AMERICA |
| — |
| LAVISTA, NE |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS INC | — | OMAHA, NE | TPA | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'DONNELL FICENEC WILLS & FERDIG | — | OMAHA, NE | CPA | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEINBERG AND WEINBERG | — | OMAHA, NE | ATTORNEY | $2K | — |
