James Clouse signed Plumbers and Pipefitters Local 344's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plumbers and Pipefitters Local 344's EIN is 73-0467693.
Download the official 2024 Form 5500 (PDF) for Plumbers and Pipefitters Local 344 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plumbers and Pipefitters Local 344's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $243K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBG CAPITAL MARKETS, LLC | 41-1416330 | — | INVESTMENT ADVISOR | $86K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $14.2M | 23.1% | |
| VANGUARD WELLESLEY INCOME ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $10.4M | 16.9% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $9.4M | 15.2% | |
| Fully Benefit- Responsive Investment Contract Empower* SAGIC Diversified Bond II | Other securities | — | — | $4.5M | 7.3% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $3.9M | 6.4% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $3.8M | 6.2% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $3.0M | 4.9% | |
| American Funds Bond Fund of American R6 | Mutual Funds | — | — | $2.6M | 4.2% | |
| PIMCO International Stks PLS | Mutual Funds | — | — | $2.5M | 4.1% | |
| Schwab FDMTL US Small Co IDX | Common Collective Trusts | — | — | $2.1M | 3.4% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $1.8M | 3.0% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.6M | 2.6% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $642K | 1.0% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $479K | 0.8% | |
| Interest Bearing Cash First State Bank Money market deposit account | Cash / Money Market | — | — | $363K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLUMBERS&PIPEFITTERS HEALTH&WELFARE | 73-0950060 | — | PLAN SPONSOR | $41K | — |
