Sheet Metal Workers Local No. 124 Pension Plan's EIN is 73-6145795.
Download the official 2023 Form 5500 (PDF) for Sheet Metal Workers Local No. 124 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS | — | MINNEAPOLIS, MN | INVESTMENT ADVISORS |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $16.1M | 30.9% |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $6.0M | 11.6% |
| DODGE & COX INCOME DODGE &COX · EIN 90-0779283 / PN 000 | Pooled Separate Account | $5.0M | 9.7% |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $5.0M | 9.7% |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $4.0M | 7.7% |
| MFS INTERNATIONAL EQUITY R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $2.0M | 3.9% |
| $46K |
| — |
| IMA SELECT LLC | 26-3811485 | WICHITA, KS | INSURANCE ADVISOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COX HOLSTED & DIMICK PLC | — | OKLAHOMA CITY, OK | CONTRACT ADMINISTRATOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCAFEE & TAFT | 73-0784676 | OKLAHOMA CITY, OK | ATTORNEY | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRYAN, LITTLE, HAYLEY & KENT PC | 73-0941849 | BARTLESVILLE, OK | — | $9K | — |
