DEPT Store Drivers Warehousemen Helpers Local 177 Union's EIN is 51-0141542.
Download the official 2024 Form 5500 (PDF) for DEPT Store Drivers Warehousemen Helpers Local 177 Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA MERRILL LYNCH | 04-2472499 | EAST PROVIDENCE, RI | INVESMENT CUSTODIAN | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STACY BRAUN ASSOCIATES INC | 13-2889432 | NEW YORK, NY | INVESTMENT ADVISOR | $84K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Treasury Trust Fund 5.24% | Common Collective Trusts | — | $627K | $627K | 4.3% | |
| Apple Inc | Common Stocks | — | $171K | $576K | 4.0% | |
| Nvidia | Other securities | — | $92K | $530K | 3.6% | |
| Microsoft Corp | Common Stocks | — | $82K | $481K | 3.3% | |
| Amazon Com Inc Com | Common Stocks | — | $185K | $409K | 2.8% | |
| Meta Platforms Inc | Common Stocks | — | $151K | $281K | 1.9% | |
| Broadcom Inc | Common Stocks | — | $47K | $191K | 1.3% | |
| Alphabet Inc Shs Cl A | Common Stocks | — | $136K | $188K | 1.3% | |
| U.S. Treasury Note 4.13% 11/15/32 | U.S. Treasuries | — | $183K | $180K | 1.2% | |
| Lending Club Business Checking 0.50% | Bonds / Notes | — | $154K | $154K | 1.1% | |
| U.S. Treasury Bond 2.25% 08/15/46 | U.S. Treasuries | — | $246K | $148K | 1.0% | |
| U.S. Treasury Note 1.50% 02/15/30 | U.S. Treasuries | — | $174K | $143K | 1.0% | |
| Eli Lilly & Co | Common Stocks | — | $36K | $139K | 1.0% | |
| Servicenow Inc | Common Stocks | — | $62K | $133K | 0.9% | |
| Jpmorgan Chase & Co | Common Stocks | — | $41K | $132K | 0.9% | |
| U.S. Trsy Inflation Nte 0.25% 07/15/29 | Bonds / Notes | — | $135K | $131K | 0.9% | |
| Exxon Mobil Corp Com | Common Stocks | — | $87K | $129K | 0.9% | |
| U.S. Treasury Note 4.13% 09/30/27 | U.S. Treasuries | — | $124K | $125K | 0.9% | |
| U.S. Treasury Note 4.13% 07/31/28 | U.S. Treasuries | — | $125K | $124K | 0.9% | |
| Liberty Media Corp Reg | Common Stocks | — | $95K | $123K | 0.8% | |
| T-Mobile Us Inc Shs | Common Stocks | — | $78K | $121K | 0.8% | |
| Mastercard Inc | Common Stocks | — | $55K | $118K | 0.8% | |
| Alphabet Inc Shs Cl C | Common Stocks | — | $28K | $116K | 0.8% | |
| Nasdaq Omx Grp Inc | Common Stocks | — | $82K | $116K | 0.8% | |
| Berkshire Hathawayinc | Other securities | — | $37K | $116K | 0.8% | |
| Wells Fargo & Co | Common Stocks | — | $81K | $112K | 0.8% | |
| U.S. Treasury Note 2.88% 05/15/32 | U.S. Treasuries | — | $122K | $112K | 0.8% | |
| U.S. Treasury Note 3.50% 02/15/33 | U.S. Treasuries | — | $118K | $112K | 0.8% | |
| Welltower Inc | Common Stocks | — | $86K | $110K | 0.8% | |
| Bank Of America Corp | Common Stocks | — | $66K | $110K | 0.8% | |
| Howmet Aerospace Inc | Common Stocks | — | $37K | $109K | 0.8% | |
| U.S. Treasury Note 2.13% 05/15/25 | U.S. Treasuries | — | $109K | $109K | 0.7% | |
| Evercore Inc | Common Stocks | — | $72K | $107K | 0.7% | |
| Arista Networks Inc Reg | Common Stocks | — | $33K | $104K | 0.7% | |
| Wec Energy Group Inc Shs | Common Stocks | — | $91K | $103K | 0.7% | |
| Trade (The) Desk Inc Shs | Common Stocks | — | $66K | $103K | 0.7% | |
| Entergy Corp New | Common Stocks | — | $70K | $101K | 0.7% | |
| Costco Wholesale Crp Del | Other securities | — | $33K | $101K | 0.7% | |
| Tjx Cos Inc New | Common Stocks | — | $76K | $100K | 0.7% | |
| Morgan Stanley 4.00% 07/23/25 | Bonds / Notes | — | $100K | $100K | 0.7% | |
| Abbvie Inc 3.60% 05/14/25 | Bonds / Notes | — | $101K | $100K | 0.7% | |
| Bellring Brands Inc | Common Stocks | — | $79K | $98K | 0.7% | |
| Amer Express Company | Common Stocks | — | $57K | $98K | 0.7% | |
| Suntrust Bank 3.30% 05/15/26 | Bonds / Notes | — | $99K | $98K | 0.7% | |
| Travelers Cos Inc | Common Stocks | — | $75K | $96K | 0.7% | |
| U.S. Treasury Note 0.75% 05/31/26 | U.S. Treasuries | — | $100K | $95K | 0.7% | |
| Marvell Tech Inc | Common Stocks | — | $63K | $94K | 0.6% | |
| Targa Resources Corp | Common Stocks | — | $82K | $94K | 0.6% | |
| Texas Roadhouse Inc-Cl A | Common Stocks | — | $54K | $90K | 0.6% | |
| Applovin Corp Com | Common Stocks | — | $15K | $89K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| THE SEGAL COMPANY | 13-1835864 | NEW YORK, NY | ACTUARIAL CONSULTANT | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC | 22-2951202 | CRANFORD, NJ | AUDITOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZAZZALI FAGELLA NOWAK KLEINBAUM | 22-6208526 | NEWARK, NJ | ATTORNEY | $12K | — |
