Wayde Duncan signed Plumbers & Steamfitters Local 146 Pension Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plumbers & Steamfitters Local 146 Pension Plan's EIN is 75-6043268.
Download the official 2023 Form 5500 (PDF) for Plumbers & Steamfitters Local 146 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | RECORDKEEPING | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Exchange Traded Fund | Mutual Funds | — | $3.6M | $7.1M | 14.8% | |
| iShares Core Dividend Growth | Other securities | — | $4.5M | $6.6M | 13.7% | |
| Alkeon Growth Offshore Fund, Ltd. | Common Stocks | — | $5.7M | $5.7M | 11.7% | |
| Vanguard Mid-Cap Exchange Traded Fund | Mutual Funds | — | $2.1M | $3.2M | 6.7% | |
| MFS Series Trust X MFS International Diversification Fund | Mutual Funds | — | $3.0M | $2.8M | 5.8% | |
| PIMCO Stocksplus International | Mutual Funds | — | $2.3M | $2.8M | 5.7% | |
| Cohen & Steers Preferred Securities and Income Fund, Inc. | Common Stocks | — | $3.2M | $2.8M | 5.7% | |
| Thornburg Strategic Income Fund Clas I SHS | Common Stocks | — | $2.7M | $2.7M | 5.7% | |
| Columbia Strategic Income Inst | Other securities | — | $3.0M | $2.7M | 5.7% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | $3.0M | $2.7M | 5.6% | |
| PGIM Total Return Bond | Other securities | — | $3.1M | $2.6M | 5.4% | |
| American Funds The Bond Fund of America Class F-2 | Mutual Funds | — | $2.7M | $2.6M | 5.4% | |
| INVESCO Core Real Estate - USA, LLC | Mutual Funds | — | $4.1M | $1.5M | 3.2% | |
| Vanguard Small-Cap Exchange Traded Fund | Mutual Funds | — | $1.3M | $1.4M | 2.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISORY |
| $87K |
| — |
| HORIZON ACTUARIAL SERVICES, LLC | 94-1503999 | — | ACTUARIAL | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | ACCOUNTING | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNOR & WINTERS | 73-1388566 | — | LEGAL | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEBBIE FOISY | — | FORT WORTH, TX | EMPLOYEE | $97K | — |
| INVESCO | 76-0352823 | — | NONE | $16K | — |
| BENEFIT RESOURCES | — | HOUSTON, TX | ADMINISTRATOR | $7K | — |
