Jimmy Preston signed Board of Trustees-Plumbers Local 452 Pension Trust Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees-Plumbers Local 452 Pension Trust Fund's EIN is 61-6037176.
Download the official 2023 Form 5500 (PDF) for Board of Trustees-Plumbers Local 452 Pension Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC CAPITAL PARTNERS LLC | — | CHICAGO, IL | INVESTMENT CONSULTING | $57K | — |
| Name | EIN |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $63.0M | 81.8% | |
| [Assets held in common collective trust] | Other | — | — | $11.0M | 14.3% | |
| NIS CORE FIXED INCOME FUND LLC NATIONAL INVESTMENT SERVICES INC · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $6.4M | 8.3% | |
| WA CAPIRAL JMT MORTGAGE FUND WASHINGTON CAPITAL MANAGEMENT INC · EIN 91-1163419 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.2M | 1.6% | |
| NIS ABSOLUTE RETURN FUND LLC NATIONAL INVESTMENT SERVICES INC · EIN 45-4783986 / PN 001 | Common Collective Trust | — | — | $775K | 1.0% | |
| AFL CIO BUILDING INVESTMENT TRUST PNC BANK · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $760K | 1.0% | |
| NIS HIGH YIELD FUND LLC NATIONAL INVESTMENT SERVICES INC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $281K | 0.4% |
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| NATIONAL INVESTMENT SERVICES | — | SUNNYVALE, CA | INVESTMENT MANAGER | $26K | — |
| STOCKBRIDGE | — | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $26K | — |
| CLARION LION | — | JACKSON, MS | INVESTMENT MANAGEMENT | $24K | — |
| WASHINGTON CAPITAL | — | BOSTON, MA | INVESTMENT MANAGEMENT | $14K | — |
| COMAMERICA | — | PHILADELPHIA, PA | INVESTMENT MANAGER | $9K | — |
| ARES INVESTMENT MANAGEMENT | — | LOS ANGELES, CA | INVESTMENT MANAGEMENT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | LEXINGTON, KY | CONTRACT ADMINISTRATION | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSBORN CARREIRO & ASSOCIATES | 71-0631123 | LITTLE ROCK, AR | ACTUARY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEDBETTER PARTNERS LLC | 03-0599899 | CINCINNATI, OH | ATTORNEY | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | LEXINGTON, KY | CONSULTING | $12K | — |
