Miller Kaplan Arase LLP signed Board of Trustees, IBEW Local 332 Pension Plan PART B's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, IBEW Local 332 Pension Plan PART B's EIN is 51-6105118.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, IBEW Local 332 Pension Plan PART B from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, IBEW Local 332 Pension Plan PART B's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 23-2384840 | — | NONE | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 |
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 | |||||
|---|---|---|---|---|---|---|
| NYLI Winslow Large Cap Growth R6 | Other securities | — | — | $100.8M | 11.4% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $96.8M | 10.9% | |
| IBEW NECA STABLE VALUE TRUST INVESCO NATIONAL TRUST CO · EIN 93-6223188 / PN 001 | Common Collective Trust | — | — | $93.4M | 10.5% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $83.8M | 9.5% | |
| NYLI MacKay Total Return Bond R6 | Other securities | — | — | $82.9M | 9.4% | |
| Vanguard Institutional Index I | Mutual Funds | — | — | $66.8M | 7.5% | |
| Dodge & Cox Stock Fund X | Mutual Funds | — | — | $64.2M | 7.2% | |
| PGIM RET REAL ESTATE FD PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 544 | Pooled Separate Account | — | — | $61.5M | 6.9% | |
| Vanguard Extended Market Index Instl | Mutual Funds | — | — | $59.7M | 6.7% | |
| CREDIT SUISSE ENHANCED COMMODITY RE GREAT GRAY TRUST COMPANY · EIN 27-0346289 / PN 162 | Common Collective Trust | — | — | $28.6M | 3.2% | |
| Loomis Sayles Small Cap Growth Fund N | Other securities | — | — | $16.3M | 1.8% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $12.5M | 1.4% | |
| Notes Receivable from Participants | Other securities | — | — | $8.6M | 1.0% | |
| Vanguard Total Intl Stock Index I | Mutual Funds | — | — | $8.6M | 1.0% | |
| Microsoft Corporation | Common Stocks | — | — | $7.0M | 0.8% | |
| Nvidia Corp | Common Stocks | — | — | $6.2M | 0.7% | |
| Alphabet Inc Cl A | Common Stocks | — | — | $6.2M | 0.7% | |
| Apple Inc | Common Stocks | — | — | $5.3M | 0.6% | |
| JPMorgan Core Bond Ultra | Other securities | — | — | $4.1M | 0.5% | |
| Amazon Com Inc | Common Stocks | — | — | $3.4M | 0.4% | |
| Broadcom Ltd | Common Stocks | — | — | $2.8M | 0.3% | |
| JPMorgan Chase & Co | Common Stocks | — | — | $2.7M | 0.3% | |
| Procter & Gamble Co | Common Stocks | — | — | $2.5M | 0.3% | |
| State Street Corp | Common Stocks | — | — | $2.5M | 0.3% | |
| Visa Inc Class A Shares | Common Stocks | — | — | $2.4M | 0.3% | |
| Parker Hannifin Corp | Common Stocks | — | — | $2.3M | 0.3% | |
| Fortive Corp | Common Stocks | — | — | $2.3M | 0.3% | |
| Chevron Corp | Common Stocks | — | — | $1.9M | 0.2% | |
| Unitedhealth Group Inc | Common Stocks | — | — | $1.9M | 0.2% | |
| Philip Morris International | Other securities | — | — | $1.8M | 0.2% | |
| Palo Alto Networks Inc | Common Stocks | — | — | $1.8M | 0.2% | |
| Stryker Corporation | Common Stocks | — | — | $1.7M | 0.2% | |
| Abbvie Inc | Common Stocks | — | — | $1.6M | 0.2% | |
| Templeton Global Bond R6 | Mutual Funds | — | — | $1.6M | 0.2% | |
| T-Mobile US Inc | Common Stocks | — | — | $1.6M | 0.2% | |
| Entergy Corp | Common Stocks | — | — | $1.6M | 0.2% | |
| Tjx Companies | Other securities | — | — | $1.6M | 0.2% | |
| Crowdstrike Holdings Inc - A | Common Stocks | — | — | $1.5M | 0.2% | |
| Servicenow Inc | Common Stocks | — | — | $1.5M | 0.2% | |
| Thermo Fisher Scientific Inc | Common Stocks | — | — | $1.4M | 0.2% | |
| Veralto Corp | Common Stocks | — | — | $1.4M | 0.2% | |
| Motorola Solutions Inc | Common Stocks | — | — | $1.3M | 0.1% | |
| Autonation | Other securities | — | — | $1.2M | 0.1% | |
| Merk & Company Inc | Common Stocks | — | — | $1.1M | 0.1% | |
| Home Depot Incorporated | Other securities | — | — | $1.1M | 0.1% | |
| Textron Inc | Common Stocks | — | — | $1.1M | 0.1% | |
| Brown & Brown Inc | Common Stocks | — | — | $997K | 0.1% | |
| American International Group | Common Stocks | — | — | $898K | 0.1% | |
| Wells Fargo & Co New | Common Stocks | — | — | $893K | 0.1% | |
| Avalonbay Communities Inc | Common Stocks | — | — | $830K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $316K |
| — |
| NWPS | 91-2090931 | — | NONE | $225K | — |
| FERGUSON WELLMAN | 93-0646988 | — | NONE | $204K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $113K | — |
| SMART SOURCE CRITICAL COMMUNICATION | — | SUWANEE, GA | NONE | $61K | — |
| KRAW LAW GROUP | 77-0171216 | — | NONE | $48K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $48K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $30K | — |
