Eric Lemley signed Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust's EIN is 73-6278639.
Download the official 2024 Form 5500 (PDF) for Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust 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 |
|---|---|---|---|---|---|
| MILLIMAN INC. | 91-0675641 | — | NONE | $102K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $64K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $40K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | $6.9M | $8.3M | 18.6% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | $6.6M | $7.9M | 17.8% | |
| State Street Equity 500 Index K | Common Collective Trusts | — | $4.1M | $5.5M | 12.4% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | $4.2M | $4.9M | 11.0% | |
| Cash and Cash Equivalents Interest bearing cash 401 Vanguard Cash Rsv Fed Money Mkt Fund | Mutual Funds | — | $4.6M | $4.6M | 10.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $3.4M | $4.4M | 9.9% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | $3.8M | $4.3M | 9.7% | |
| American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | $1.6M | $1.6M | 3.7% | |
| American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | $1.1M | $1.2M | 2.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | $489K | $631K | 1.4% | |
| PIMCO StocksPLUS Intl (USD-Hedged) Inst | Mutual Funds | — | $582K | $617K | 1.4% | |
| Dodge & Cox Income X | Mutual Funds | — | $316K | $327K | 0.7% | |
| Vanguard Wellington Admiral | Mutual Funds | — | $53K | $55K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MONAGHAN WARRICK KING | 73-1462892 | — | NONE | $8K | — |
