Lafon Robinson signed Local 305 National Post Office MAIL Handlers Watchmen Messengers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Local 305 National Post Office MAIL Handlers Watchmen Messengers' EIN is 54-0934204.
Download the official 2024 Form 5500 (PDF) for Local 305 National Post Office MAIL Handlers Watchmen Messengers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $19K | — |
| LARRY PATTERSON | 54-0934204 | — | NONE | $7K | — |
| DWIGHT BURNSIDE | 54-0934204 | — | NONE | $7K | — |
| BOLTON PARTNERS CONSULTING GROUP | — | BLUE BELL, PA | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Funds | Common Collective Trusts | — | $1.1M | $2.0M | 41.2% | |
| s/Equity American Europacific Growth | Mutual Funds | — | $1.1M | $888K | 18.4% | |
| Fidelity Extended Market Index | Mutual Funds | — | $718K | $759K | 15.8% | |
| s/Fixed Dodge & Cox Income Fund | Mutual Funds | — | $632K | $547K | 11.4% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | $643K | $541K | 11.2% | |
| Truist Business Money Market | Cash / Money Market | — | $71K | $71K | 1.5% | |
| maturity value (a) Asset Shares/Face Yield Est Ann Inc Carrying Value Market Value Short Term Investments Goldman Financial Square Treas 4.44% | Bonds / Notes | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
