Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan's EIN is 52-1417400.
Download the official 2024 Form 5500 (PDF) for Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $143K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS INC. | 13-2646110 | — | NONE | $5K | — |
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 | — | — | $141.0M | 91.2% | |
| T. ROWE PRICE RETIREMENT 2030 FUND T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $12.1M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $10.7M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $8.2M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.0M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.3M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.4M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.0M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $840K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $169K | 0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL CONSULTING | 13-1835864 | — | NONE | $21K | — |
| BREDHOFF & KAISER, PLLC | 52-0969534 | — | SERVICES TO EMPLOYERS | $6K | — |
