San Mateo County Electrical Construction Industry Retiremt Plan's EIN is 51-6052127.
Download the official 2024 Form 5500 (PDF) for San Mateo County Electrical Construction Industry Retiremt Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)San Mateo County Electrical Construction Industry Retiremt Plan's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | NONE | $1.0M | — |
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 | — | NONE | $240K | — |
| NORTHWEST INVESTMENT CONSULTING | 94-2614826 | — | NONE | $122K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $336.0M | 49.6% | |
| [Assets held in common collective trust] | Other | — | — | $185.2M | 27.3% | |
| [Assets held in common stock] | Other | — | — | $102.8M | 15.2% | |
| LEGAL & GENERAL S&P 500 COLLECTIVE LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA, INC. · EIN 20-8058531 / PN 001 | Common Collective Trust | — | — | $88.1M | 13.0% | |
| LEGAL & GENERAL S&P 600 COLLECTIVE LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA, INC. · EIN 20-8058531 / PN 001 | Common Collective Trust | — | — | $77.8M | 11.5% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $62.5M | 9.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $21.6M | 3.2% | |
| LEGAL & GENERAL MSCI ACWI EX US COL LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA, INC. · EIN 20-8058531 / PN 001 | Common Collective Trust | — | — | $16.6M | 2.5% | |
| [Assets held in participant loans] | Other | — | — | $7.1M | 1.0% | |
| VICTORY TRIVALENT INTL SMALL-CAP CO GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 006 | Common Collective Trust | — | — | $6.1M | 0.9% | |
| INTERCONTINENTAL ENHANCED CORE U.S. INTERCONTINENTAL REAL ESTATE COLLECTIVE INVESTMENT TRUST · EIN 04-2895544 / PN 000 | Common Collective Trust | — | — | $4.1M | 0.6% |
| MG TRUST COMPANY DBA MATRIX TRUST |
| 75-3182674 |
| — |
| NONE |
| $97K |
| — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | — | NONE | $76K | — |
| INEICH & COMPANY, LLP | 56-2552172 | — | NONE | $42K | — |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | 94-2576729 | — | NONE | $22K | — |
| SMART SOURCE CRITICAL COMMUNICATION | 30-0830429 | — | NONE | $19K | — |
| PATRIOT GROWTH INSURANCE SERVICES, | 87-2917800 | — | NONE | $18K | — |
