DOUG Irwin signed Sheet Metal Workers Local No. 4 Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sheet Metal Workers Local No. 4 Pension Plan's EIN is 62-0800645.
Download the official 2024 Form 5500 (PDF) for Sheet Metal Workers Local No. 4 Pension Plan 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 |
|---|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT, INC. | 36-3792197 | CHICAGO, IL | NONE | $58K | — |
| Name | EIN | Location | Relation | Direct 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $24.0M | 44.1% | |
| ASB LABOR EQUITY INDEX FUND CHEVY CHASE · EIN 27-3350609 / PN 001 | Common Collective Trust | — | — | $21.3M | 39.1% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.3M | 22.6% | |
| [Assets held in common stock] | Other | — | — | $9.7M | 17.8% | |
| ASB ALLEGIANCE REAL ESTATE FUND LP ASB REAL ESTATE INVESTMENTS · EIN 27-0185875 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $442K | 0.8% |
| Indirect comp |
|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $38K | — |
| STANDARD VALUATIONS, INC | 41-1327339 | ST. PAUL, MN | NONE | $34K | — |
| DANIELS IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $19K | — |
| ASB ALLEGIANCE | 27-0185875 | BETHESDA, MD | NONE | $15K | — |
| GODWIN, MORRIS, LAURENZI, BLOOMFIEL | 62-1371542 | MEMPHIS, TN | NONE | $11K | — |
| U.S. BANK | 31-0841368 | MILWAUKEE, WI | NONE | $9K | — |
| BOYD WATTERSON | — | CLEVELAND, OH | NONE | $7K | — |
| OSBORN, CARREIRO & ASSOCIATES, INC. | 71-0631123 | LITTLE ROCK, AR | NONE | $5K | — |
| GREAT GRAY TRUST COMPANY, LLC | 92-1941236 | LAS VEGAS, NV | NONE | $0 | — |
| MONEY MARKET AND MUTUAL FUNDS | — | — | NONE | $0 | — |
