Mary WEIR signed Board of Trustees Plumbers & Pipefitters Locals 502 & 633 Variable CON's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Plumbers & Pipefitters Locals 502 & 633 Variable CON's EIN is 47-1870034.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Plumbers & Pipefitters Locals 502 & 633 Variable CON from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Board of Trustees Plumbers & Pipefitters Locals 502 & 633 Variable CON'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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $47K | — |
| BENESYS | 38-3507129 | — | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2055 CL K | Other securities | — | $1.1M | $1.4M | 16.2% | |
| Blackrock Lifepath Index 2050 CL K | Other securities | — | $989K | $1.3M | 15.5% | |
| Blackrock Lifepath Index 2045 CL K | Other securities | — | $766K | $991K | 11.5% | |
| Blackrock Lifepath Index 2040 CL K | Other securities | — | $716K | $913K | 10.6% | |
| Blackrock Lifepath Index 2035 CL K | Other securities | — | $719K | $885K | 10.2% | |
| Blackrock Lifepath Index 2030 CL K | Other securities | — | $691K | $796K | 9.2% | |
| Blackrock Lifepath Index 2060 CL K | Other securities | — | $542K | $634K | 7.3% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | $430K | $452K | 5.2% | |
| Value of interest in common/collective trusts Metlife GAC Series 25053 | Common Collective Trusts | — | $382K | $388K | 4.5% | |
| RELIANCE TRUST CO STBL VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $388K | 4.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $237K | $363K | 4.2% | |
| DFA US Large Company Portfolio | Mutual Funds | — | $59K | $81K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $36K | $49K | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | $36K | $46K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $33K | $40K | 0.5% | |
| JPMorgan Equity Income FD CL R6 | Other securities | — | $26K | $34K | 0.4% | |
| Fidelity Small Cap Value Index 300 Fidelity Total Intl Index Fund | Common Collective Trusts | — | $24K | $28K | 0.3% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $11K | $12K | 0.1% | |
| October 31, 2024 Shares Cost Fair Value of interest in registered investment companies American Funds Euro Pacific Growth CL R6 | Mutual Funds | — | $10K | $9K | 0.1% | |
| DFA Real Estate SEC PRTF INSTL | Mutual Funds | — | $6K | $6K | <0.1% | |
| VOYA Intermediate Bond Fund Class R6 | Other securities | — | $4K | $4K | <0.1% | |
| PGIM Global Total Return Class Z | 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.
