BD of Trustees Automobile Mechanics Local No 701 Defined Contribution's EIN is 47-1959684.
Download the official 2024 Form 5500 (PDF) for BD of Trustees Automobile Mechanics Local No 701 Defined Contribution from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BD of Trustees Automobile Mechanics Local No 701 Defined Contribution's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVS | 51-6031295 | — | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC CAPITAL INVEST ADVISORS | 36-4268991 |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retire 2055 Fund | Mutual Funds | — | $15.2M | $14.5M | 17.5% | |
| T Rowe Price Retire 2030 Fund | Mutual Funds | — | $11.0M | $10.4M | 12.5% | |
| T Rowe Price Retire 2040 Fund | Mutual Funds | — | $10.5M | $10.1M | 12.1% | |
| T Rowe Price Retire 2045 Fund | Mutual Funds | — | $10.4M | $9.9M | 12.0% | |
| T Rowe Price Retire 2050 Fund | Mutual Funds | — | $10.2M | $9.7M | 11.7% | |
| T Rowe Price Retire 2035 Fund | Mutual Funds | — | $9.6M | $9.1M | 11.0% | |
| T Rowe Price Retire 2025 Fund | Mutual Funds | — | $7.6M | $7.2M | 8.7% | |
| Vanguard Total Stock Market Fund | Mutual Funds | — | $2.9M | $2.9M | 3.5% | |
| T Rowe Price Retire 2020 Fund | Mutual Funds | — | $2.4M | $2.3M | 2.7% | |
| American Century Ultra R6 | Other securities | — | $1.5M | $1.5M | 1.9% | |
| T Rowe Price Retire 2015 Fund | Mutual Funds | — | $1.3M | $1.2M | 1.4% | |
| Metlife SV Series 25053 CL 0 | Other securities | — | $1.0M | $1.0M | 1.3% | |
| RELIANCE TST CO SVF CIT 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| T Rowe Price Large Cap Value Fund | Mutual Funds | — | $578K | $515K | 0.6% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | $544K | $481K | 0.6% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | $368K | $359K | 0.4% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | $381K | $342K | 0.4% | |
| Fidelity Total Bond Fund K6 | Mutual Funds | — | $273K | $266K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $23K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $219K | — |
| JOHNSON & KROL, LLC | 36-4342024 | — | NONE | $37K | — |
| BRIDGEWAY SOFTWARE SOLUTIONS | 52-1796473 | — | NONE | $16K | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $10K | — |
| MACNELL ACCOUNTING & CONSULTING | 30-0510353 | — | NONE | $10K | — |
