Joint Board of Trustees - Sheet Metal Local 124's EIN is 73-6145795.
Download the official 2023 Form 5500 (PDF) for Joint Board of Trustees - Sheet Metal Local 124 from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Joint Board of Trustees - Sheet Metal Local 124's plan includes profit-sharing, ERISA 404(c) participant direction, 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 INSURANCE CO | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS | — |
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 | — | — | $31.2M | 89.7% | |
| [Assets held in common collective trust] | Other | — | — | $3.6M | 10.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.6M | 10.3% |
| MINNEAPOLIS, MN |
| INVESTMENT ADVISOR |
| $47K |
| — |
| MERRILL LYNCH | 13-5674085 | PENNINGTON, NJ | INVESTMENT CONSULTANT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA SELECT LLC | 26-3811485 | WICHITA, KS | INSURANCE BROKER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COX HOLSTED & DIMICK PLLC | — | OKLAHOMA CITY, OK | CONTRACT ADMINISTRATOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCAFEE & TAFT | 73-0781676 | OKLAHOMA CITY, OK | ATTORNEY | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRYAN, LITTLE, HAYLEY & KENT PC | 73-0941849 | BARTLESVILLE, OK | — | $4K | — |
