Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity's EIN is 52-1256774.
Download the official 2024 Form 5500 (PDF) for Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of the Sheet Metal Workers Local 100 (Baltimore Area) Annuity's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCHOR CAPITAL ADVISORS, LLC | 20-4669888 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAGNER BOWMAN MANAGEMENT CORP. | 52-1470972 | — | NONE | $45K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common stock] | Other | — | — | $11.0M | 52.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.4M | 44.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $106K | 0.5% |
| — |
| RAYMOND JAMES AND ASSOCIATES, INC. | 59-1237041 | — | NONE | $29K | — |
| ABATO, RUBENSTEIN AND ABATO, P.A. | 52-0904713 | — | NONE | $16K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $11K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590519 | — | NONE | $9K | — |
