Bernard B. KAHL, CPA signed Cumberland, MD & Vicinity Building & Construction Employees Trust Fun's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cumberland, MD & Vicinity Building & Construction Employees Trust Fun's EIN is 52-6061646.
Download the official 2024 Form 5500 (PDF) for Cumberland, MD & Vicinity Building & Construction Employees Trust Fun 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 |
|---|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT | 36-3792197 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||
|---|---|---|---|
| ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST CO · EIN 27-3350609 / PN 010 | Common Collective Trust | $13.7M | 21.3% |
| ALL. BERN. SUSTAINABLE US THEMATIC ALLIANCE BERNSTEIN L.P. · EIN 27-5255070 / PN 010 | Common Collective Trust | $6.5M | 10.2% |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST CO · EIN 52-6218800 / PN 001 | Common Collective Trust | $2.6M | 4.0% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST CO · EIN 52-6257033 / PN 006 | Common Collective Trust | $1.7M | 2.7% |
| BATOFF ASSOCIATES, P.A. |
| 52-1667847 |
| BALTIMORE, MD |
| NONE |
| $115K |
| — |
| BOLTON PARTNERS, INC. | 52-1231144 | TOWSON, MD | NONE | $63K | — |
| MARSHFIELD ASSOCIATES | 52-1812171 | — | NONE | $57K | — |
| STANDARD VALUATIONS | 41-1327339 | ST. PAUL, MN | NONE | $40K | — |
| TURNBULL, HOOVER & KAHL, PA | 52-1518807 | CUMBERLAND, MD | NONE | $33K | — |
| C.S. MCKEE | 25-1095051 | — | NONE | $31K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $27K | — |
| ASB ALLEGIANCE REAL ESTATE FUND | 52-6257033 | BETHESDA, MD | NONE | $17K | — |
| SEGALL, BRYANT & HAMILL | 41-1788385 | — | NONE | $11K | — |
