Jeffrey Allen signed Board of Trustees McAsf Local 725 Defined Contribution Retirement Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees McAsf Local 725 Defined Contribution Retirement Plan's EIN is 58-2490173.
Download the official 2024 Form 5500 (PDF) for Board of Trustees McAsf Local 725 Defined Contribution Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees McAsf Local 725 Defined Contribution Retirement Plan's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | — | NONE KNOWN | $88K | — |
| BNY MELLON INVESTMENT ADVISER, INC. | 13-5673135 | — | NONE KNOWN | $43K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAWGRASS ASSET MANAGEMENT LLC |
| 59-3488505 |
| — |
| NONE KNOWN |
| $12K |
| — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE KNOWN | $425 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCASF LOCAL 725 SERVICE CORP | 81-2757635 | — | CAPTIVE SERVICE PROVIDER | $142K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $48K | — |
| KARPUS MANAGEMENT, INC. | 16-1290558 | — | NONE KNOWN | $48K | — |
| NEPC, LLC | 26-1429809 | — | NONE KNOWN | $35K | — |
| INTERCONTINENTAL REAL ESTATE CORP. | 04-2895544 | — | NONE KNOWN | $35K | — |
| CHARTWELL INVESTMENT PARTNERS, LLC | 36-4776242 | — | NONE KNOWN | $24K | — |
| HESSIAN & MCKASY, PA | 20-1551306 | — | NONE KNOWN | $23K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE KNOWN | $20K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE KNOWN | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Russell 3000 Index Fund | Common Collective Trusts | — | $3.6M | $9.0M | 12.6% | |
| NCS GROUP TRUST - GLOBAL FUND BNY MELLON INVESTMENT ADVISER, INC. · EIN 76-6192146 / PN 003 | 103-12 Investment Entity | — | $3.7M | $5.7M | 8.0% | |
| ULLICO INFRASTRUCTURE TX EXPT FD LP ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $4.4M | $5.6M | 7.8% | |
| LOOMIS SAYLES GLOBAL GROWTH TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 020 | Common Collective Trust | — | $3.3M | $5.6M | 7.7% | |
| Diamond Hill Long Short Y | Other securities | — | $4.6M | $4.9M | 6.8% | |
| First Eagle Global Fund Class R6 | Other securities | — | $3.3M | $4.3M | 5.9% | |
| LAZARD GLOBAL EQUITY FRANCHISE CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304121 / PN 001 | Common Collective Trust | — | $4.0M | $4.0M | 5.6% | |
| Loomis Sayles Bond Fund Ins | Other securities | — | $4.4M | $4.0M | 5.5% | |
| STATE STREET TIPS INDEX NON-LENDING STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 152 | Common Collective Trust | — | $3.5M | $3.6M | 5.0% | |
| Blackrock Strategic Income | Other securities | — | $3.6M | $3.5M | 4.8% | |
| Blackrock Global Allocation Fund Inc | Common Stocks | — | $3.0M | $2.8M | 3.9% | |
| INTRCNTNTL EC US REAL ESTATE INC FD GLOBAL TRUST COMPANY · EIN 35-7161136 / PN 001 | Common Collective Trust | — | $2.9M | $2.6M | 3.6% | |
| First American Government Oblig Fd Cl Z #3676 | Other securities | — | $2.0M | $2.0M | 2.8% | |
| U S Treasury NT 3.750% 5/31/30 | Bonds / Notes | — | $892K | $876K | 1.2% | |
| Nuveen Ny Amt Free Muni Common | Mutual Funds | — | $360K | $356K | 0.5% | |
| Western Asset Inflation Linked | Other securities | — | $422K | $345K | 0.5% | |
| U S Treasury BD 1.750% 8/15/41 | Bonds / Notes | — | $300K | $278K | 0.4% | |
| AA Mission Acquisition Corp Ord Shs | Common Stocks | — | $263K | $265K | 0.4% | |
| Newtekone Inc 5.50% Pfd | Bonds / Notes | — | $263K | $265K | 0.4% | |
| Blackrock Muni Interm Duration | Bonds / Notes | — | $257K | $260K | 0.4% | |
| Legato Merger Corp III Ord Shs | Common Stocks | — | $248K | $252K | 0.4% | |
| IShares 7 10 Year Treasury Bond ETF | U.S. Treasuries | — | $266K | $252K | 0.4% | |
| F H L M C #SD1565 3.000% 7/01/52 | Bonds / Notes | — | $230K | $222K | 0.3% | |
| Vanguard Total Bond Market ETF | Mutual Funds | — | $211K | $209K | 0.3% | |
| Angel Oak Financial Strats Income | Other securities | — | $163K | $170K | 0.2% | |
| Gladstone Invt Corp 5.0% Pfd | Bonds / Notes | — | $171K | $170K | 0.2% | |
| Eagle Point Income Ser B 7.75% Pfd | Bonds / Notes | — | $167K | $169K | 0.2% | |
| Agriculture Nat Sol Acquisition Corporate Shares Class | Other securities | — | $160K | $163K | 0.2% | |
| Charlton Aria Acquisition Corp Ord | Common Stocks | — | $159K | $159K | 0.2% | |
| Blackrock Muniholdngs Ca Quality Fd | Other securities | — | $155K | $151K | 0.2% | |
| Voyager Acquisition Corp CL A | Common Stocks | — | $150K | $150K | 0.2% | |
| Nuveen Enhanced Amt-Fre Qlmun Incme Fd | Mutual Funds | — | $138K | $147K | 0.2% | |
| Tavia Acquisition Corp Shs | Common Stocks | — | $140K | $140K | 0.2% | |
| Gladstone Invt Corp 7.875% Pfd | Bonds / Notes | — | $132K | $136K | 0.2% | |
| F N M A #FS9453 4.500% 8/01/53 | Bonds / Notes | — | $133K | $131K | 0.2% | |
| F N M A #CB6031 5.000% 4/01/53 | Bonds / Notes | — | $127K | $128K | 0.2% | |
| Spark I Acquisition Corp | Common Stocks | — | $124K | $128K | 0.2% | |
| Terra Income Fund 6 Llc 7.0% Pfd | Bonds / Notes | — | $130K | $127K | 0.2% | |
| Jazz Securities 4.375% 1/15/29 | Bonds / Notes | — | $121K | $123K | 0.2% | |
| Ofs Credit Company Ser E 5.25% Pfd | Bonds / Notes | — | $124K | $120K | 0.2% | |
| Crown Amer Cap Corp 4.750% 2/01/26 | Bonds / Notes | — | $116K | $119K | 0.2% | |
| Kinetik Hldgs Lp 6.625% 12/15/28 | Bonds / Notes | — | $116K | $118K | 0.2% | |
| Fortress Transn L P 5.500% 5/01/28 | Bonds / Notes | — | $113K | $117K | 0.2% | |
| Albertsons Cos Inc 3.250% 3/15/26 | Bonds / Notes | — | $119K | $117K | 0.2% | |
| Centene Corp Del Sr 4.250% 12/15/27 | Bonds / Notes | — | $114K | $116K | 0.2% | |
| International Game 6.250% 1/15/27 | Bonds / Notes | — | $117K | $116K | 0.2% | |
| Sirius Xm Radio Inc 3.125% 9/01/26 | Bonds / Notes | — | $119K | $115K | 0.2% | |
| Prime Sec Svcs 5.750% 4/15/26 | Bonds / Notes | — | $113K | $115K | 0.2% | |
| SBA Communications 3.875% 2/15/27 | Bonds / Notes | — | $122K | $115K | 0.2% | |
| Charter Comm Opt Llc 4.908% 7/23/25 | Bonds / Notes | — | $116K | $115K | 0.2% |
