Anthony Kocurek signed Board of Trustees SM Workers Local 49 Defined Contribution Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees SM Workers Local 49 Defined Contribution Plan's EIN is 74-2846833.
Download the official 2024 Form 5500 (PDF) for Board of Trustees SM Workers Local 49 Defined Contribution Plan 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 |
|---|---|---|---|---|---|
| MATRIX TRUST CO | 75-3182674 | — | NONE | $145K | — |
| ONE AMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $97K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $30K | — |
| KELLEY LAW GROUP | — | PHOENIX, AZ | NONE |
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 | — | — | $24.0M | 98.0% | |
| ONE AMERICA STABLE VALUE FUND BMO HARRIS BANK · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.3% |
Board of Trustees SM Workers Local 49 Defined Contribution Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
| $22K |
| — |
| MARSH & MCLENNON | — | NEW YORK CITY, NY | NONE | $14K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE | $9K | — |
