Bernard B. KAHL, CPA signed Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan's EIN is 52-1975410.
Download the official 2024 Form 5500 (PDF) for Trustees of Plumbers & Steamfitter Local No 489 Annuity Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Plumbers & Steamfitter Local No 489 Annuity 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | CEDAR RAPIDS, IA | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 11-3658445 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2035 R2 MUTUAL FUND | Mutual Funds | — | — | $3.3M | 23.5% | |
| American Funds Target Date Retirement 2040 R2 MUTUAL FUND | Mutual Funds | — | — | $3.2M | 23.2% | |
| American Funds Target Date Retirement 2045 R2 MUTUAL FUND | Mutual Funds | — | — | $2.3M | 16.4% | |
| American Funds Target Date Retirement 2030 R2 MUTUAL FUND | Mutual Funds | — | — | $1.9M | 13.8% | |
| American Funds Target Date Retirement 2050 R2 MUTUAL FUND | Mutual Funds | — | — | $998K | 7.2% | |
| American Funds New World R6 MUTUAL FUND 41 American Funds Target Date Retirement 2025 R2 MUTUAL FUND | Mutual Funds | — | — | $793K | 5.7% | |
| American Funds Target Date Retirement 2055 R2 MUTUAL FUND | Mutual Funds | — | — | $623K | 4.5% | |
| American Funds Target Date Retirement 2065 R2 MUTUAL FUND | Mutual Funds | — | — | $305K | 2.2% | |
| American Funds Target Date Retirement 2060 R2 MUTUAL FUND | Mutual Funds | — | — | $237K | 1.7% | |
| Cohen & Steers Realty Shares MUTUAL FUND 61 Goldman Sachs Short Duration Gov't Instl MUTUAL FUND | Other securities | — | — | $124K | 0.9% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $51K | 0.4% | |
| JPMorgan Equity Income R6 MUTUAL FUND 179 PIMCO Real Return Admin MUTUAL FUND 61 PIMCO Low Duration Bond Admin MUTUAL FUND 5 PIMCO Total Return Admin MUTUAL FUND | Mutual Funds | — | — | $17K | 0.1% | |
| REGISTERED INVESTMENT COMPANIES American Funds Growth Fund of America R3 MUTUAL FUND | Mutual Funds | — | — | $17K | 0.1% | |
| American Funds EuroPacific Growth R3 MUTUAL FUND | Mutual Funds | — | — | $14K | 0.1% | |
| Blackrock High Yield Bond Instl MUTUAL FUND 40 Baron Small Cap Retail MUTUAL FUND | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $26K |
| — |
| TURNBULL, HOOVER, & KAHL, P.A. | 52-1518807 | CUMBERLAND, MD | NONE | $15K | — |
| FRANK GORDON GERWIG & ASSOCIATES | 52-1777375 | CUMBERLAND, MD | NONE | $12K | — |
| BEINS, AXELROD P.C. | 52-1713905 | WASHINGTON, DC | NONE | $8K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NONE | $0 | — |
