Leonard Legotte signed BD of TEES of Elevator Constructors Union Local No. 1 Annuity & 401(k) F's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BD of TEES of Elevator Constructors Union Local No. 1 Annuity & 401(k) F's EIN is 51-6124191.
Download the official 2024 Form 5500 (PDF) for BD of TEES of Elevator Constructors Union Local No. 1 Annuity & 401(k) F from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — |
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.
| % of plan | |||
|---|---|---|---|
| STATE STREET BANK AND TRUST STATE STREET BANK AND TRUST COMPANY · EIN 04-1867445 / PN 001 | Common Collective Trust | $102.2M | 6.0% |
| NEW TOWER TRUST COMPANY NEW TOWER TRUST COMPANY MEPT · EIN 52-2108981 / PN 001 | Common Collective Trust | $53.4M | 3.1% |
| AFL-CIO BUILDING TRUST GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $9.1M | 0.5% |
BD of TEES of Elevator Constructors Union Local No. 1 Annuity & 401(k) F's plan includes profit-sharing, a 401(k) feature.
| NONE |
| $155K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NUVEEN ASSET MANAGEMENT, LLC | 27-4357327 | — | NONE | $225K | — |
| WHITE OAK GLOBAL ADVISORS, LLC | 26-0340395 | — | NONE | $177K | — |
| PENN CAPITAL MANAGEMENT CO., INC. | 22-2796848 | — | NONE | $91K | — |
| GREAT LAKES ADVISORS, LLC | 80-0292839 | — | NONE | $88K | — |
| STATE STREET GLOBAL ADVISOR TRUST | 81-4017137 | — | NONE | $71K | — |
| GROSVENOR CAPITAL MANAGEMENT | 36-3795985 | — | NONE | $0 | — |
| GROSVENOR CAPITAL MANAGEMENT | 36-3795985 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOUNDRY PARTNERS, LLC | 46-1184506 | — | NONE | $606K | — |
| ZENITH FINANCIAL SOLUTIONS | 83-0798660 | — | NONE | $591K | — |
| COLUMBIA MANAGEMENT INVESTMENT ADVI | 41-1533211 | — | NONE | $375K | — |
| NATIONAL INVESTMENT SERVICES INC | 80-0169636 | — | NONE | $274K | — |
| SAGE ADVISORY SERVICES, LTD. CO. | 74-2798841 | — | NONE | $272K | — |
| DANIEL A. WINTERS & COMPANY, CPAS | 23-2586736 | — | NONE | $221K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $165K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $158K | — |
| CLEARBRIDGE MANAGEMENT | 01-0846058 | — | NONE | $144K | — |
| BANK OF NEW YORK-MELLON | 13-5160382 | — | NONE | $132K | — |
| GRAYSTONE CONSULTING | 20-8764829 | — | NONE | $125K | — |
| CAUSWAY CAPITAL | — | — | NONE | $123K | — |
| COLUMBUS CIRCLE MANAGEMENT | 24-2841965 | — | NONE | $110K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $74K | — |
| VIRGINIA & AMBINDER LLP | 13-4166736 | — | NONE | $64K | — |
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $42K | — |
