Board of Trustees Plumbers Local 360 Pension Plan Supplemental's EIN is 75-3068596.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Plumbers Local 360 Pension Plan Supplemental from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Plumbers Local 360 Pension Plan Supplemental's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS MINKLER HUBER HELM LLP | 43-0831507 | ST. LOUIS, MO | NONE | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Balanced | Mutual Funds | — | — | $7.6M | 32.2% | |
| American Funds Growth Fund | Mutual Funds | — | — | $3.7M | 15.8% | |
| American Funds Washington | Mutual Funds | — | — | $2.4M | 10.2% | |
| American Funds Fundamental | Mutual Funds | — | — | $2.0M | 8.4% | |
| Fidelity Blue Chip Growth Stock | Mutual Funds | — | — | $1.3M | 5.5% | |
| Common Collective Trust Fund Metlife Managed Guaranteed Investment Account | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| WTRISC CIT III FOR METLIFE GROUP AN WILMINGTON TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.1M | 4.6% | |
| American Funds Small Cap World | Mutual Funds | — | — | $1.1M | 4.5% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $869K | 3.7% | |
| Franklin Small Cap Value | Mutual Funds | — | — | $641K | 2.7% | |
| Franklin Small Cap Growth | Mutual Funds | — | — | $628K | 2.7% | |
| American Funds New World | Mutual Funds | — | — | $517K | 2.2% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $463K | 2.0% | |
| Fidelity Total Bond | Mutual Funds | — | — | $344K | 1.5% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $306K | 1.3% | |
| PIMCO GNMA | Agency / Mortgage-Backed | — | — | $135K | 0.6% | |
| PIMCO Global Advantage Strategy | Mutual Funds | — | — | $127K | 0.5% | |
| American Funds 2035 Target Retirement | Mutual Funds | — | — | $93K | 0.4% | |
| American Funds 2055 Target Retirement | Mutual Funds | — | — | $53K | 0.2% | |
| Total Administrative Expenses | Other securities | — | $40K | $42K | 0.2% | |
| American Funds 2060 Target Retirement | Mutual Funds | — | — | $31K | 0.1% | |
| Money Market Fund Busey Bank | Cash / Money Market | — | — | $24K | 0.1% | |
| Plumbers Local 360 Pension Plan Supplemental Schedules of Administrative Expenses Years Ended December 31, 2024 and 2023 2024 2023 Audit fees | Other securities | — | $18K | $19K | <0.1% | |
| Registered Investment Companies American Funds 2025 Target Retirement | Mutual Funds | — | — | $19K | <0.1% | |
| American Funds 2050 Target Retirement | Mutual Funds | — | — | $11K | <0.1% | |
| Service charges 410 | Other securities | — | — | $10K | <0.1% | |
| American Funds 2045 Target Retirement | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds 2040 Target Retirement | Mutual Funds | — | — | $7K | <0.1% | |
| Office supplies 41 Legal fees | Other securities | — | $3K | $5K | <0.1% | |
| Office administrative expense | Other securities | — | $9K | $5K | <0.1% | |
| Payroll examinations | Other securities | — | — | $4K | <0.1% | |
| Amortization expense 113 Insurance | Other securities | — | $4K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
