Board of Trustees of Carolina Electrical Workers Retirement Fund's EIN is 56-1351864.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of Carolina Electrical Workers Retirement Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of Carolina Electrical Workers Retirement Fund's plan includes money-purchase contributions.
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 |
|---|---|---|---|---|---|
| HARDMAN JOHNSTON GLOBAL ADVISORS LL | 13-3257590 | — | NONE | $78K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 34-1922005 | — | NONE |
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 | |||
|---|---|---|---|
| INSTITUTIONAL CREDIT FUND, L.P. HPS INVESTMENT PARTNERS, LLC · EIN 20-8774276 / PN 001 | 103-12 Investment Entity | $14.9M | 9.7% |
| COMMINGLED PENSION TRUST FUND (CORP JPMORGAN CHASE BANK, N.A. · EIN 13-3869666 / PN 001 | Common Collective Trust | $14.4M | 9.4% |
| BLACKROCK GLOBAL ALLOCATION COL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-0563260 / PN 001 | Common Collective Trust | $8.6M | 5.6% |
| HARDMAN JOHNSTON INTERNATIONAL EQUI HARDMAN JOHNSTON GLOBAL ADVISORS LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | $6.8M | 4.4% |
| SEI TRUST COMPANY/BARROW HANLEY COL SEI TRUST COMPANY · EIN 87-1717990 / PN 151 | Common Collective Trust | $4.8M | 3.1% |
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 001 | Common Collective Trust | $2.7M | 1.8% |
| $66K |
| — |
| DANA INVESTMENT ADVISORS, INC | 39-1512278 | — | NONE | $52K | — |
| BLACKROCK INST. TRUST CO. | 94-3112180 | — | NONE | $48K | — |
| ASB CAPITAL MANAGEMENT LLC | 80-0618452 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $128K | — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | — | NONE | $116K | — |
| WEDGE CAPITAL | 56-1557450 | — | NONE | $98K | — |
| COMPUSYS | 84-0869853 | — | NONE | $92K | — |
| INTERCONTINENTAL REAL ESTATE | 04-2895544 | — | NONE | $84K | — |
| RICHMOND CAPITAL | 54-1288566 | — | NONE | $83K | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $47K | — |
| NEBA | 65-0498809 | — | NONE | $44K | — |
| SMITH, GRAHAM & CO. INVESTMENT ADVI | 76-0301817 | — | NONE | $35K | — |
| BRANSTETTER, STRANCH & JENNINGS | 62-0513048 | — | NONE | $25K | — |
| US BANK | — | MILWAUKEE, WI | NONE | $8K | — |
