Trustees of Texas Iron Workers' Defined Contribution Retirement Plan's EIN is 74-1905198.
Download the official 2024 Form 5500 (PDF) for Trustees of Texas Iron Workers' Defined Contribution Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Texas Iron Workers' Defined Contribution Retirement Plan's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | INVEST. MGMT. | $285K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS | 13-2646110 | — | INVEST. ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SSgA Target Returement Income Fund N/A | Other securities | — | — | $22.1M | 31.1% | |
| SSgA Target Retirement 2050 Fund N/A | Other securities | — | — | $11.5M | 16.2% | |
| Morley Stable Value N/A | Mutual Funds | — | — | $7.7M | 10.9% | |
| SSgA Target Retirement 2040 Fund N/A | Other securities | — | — | $7.3M | 10.2% | |
| SSgA Target Retirement 2060 Fund N/A | Other securities | — | — | $5.5M | 7.7% | |
| Harbor Capital Appreciation Fund N/A | Other securities | — | — | $5.0M | 7.0% | |
| SSgA Target Retirement 2030 Fund N/A | Other securities | — | — | $3.1M | 4.4% | |
| Vanguard 500 Index Fund N/A | Common Collective Trusts | — | — | $2.4M | 3.3% | |
| SSgA Target Retirement 2020 Fund N/A | Other securities | — | — | $1.9M | 2.6% | |
| Dodge & Cox Stock Fund N/A | Mutual Funds | — | — | $708K | 1.0% | |
| Vanguard Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $626K | 0.9% | |
| PIMCO Total Return Fund N/A | Mutual Funds | — | — | $622K | 0.9% | |
| American New Perspective Fund N/A | Other securities | — | — | $579K | 0.8% | |
| DFA US Small Cap Portfolio Fund N/A | Mutual Funds | — | — | $342K | 0.5% | |
| American EuroPacific Growth Fund N/A | Other securities | — | — | $144K | 0.2% | |
| Vanguard Total Index Fund N/A | Common Collective Trusts | — | — | $97K | 0.1% |
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 |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | TPA | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | — | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNER & WINTERS | 73-1388566 | — | ATTORNEY | $29K | — |
