Miller Kaplan Arase LLP signed Board of Trustees, Orange County IBEW-NECA Electrical's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Orange County IBEW-NECA Electrical's EIN is 76-0759816.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Orange County IBEW-NECA Electrical from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Orange County IBEW-NECA Electrical's plan includes money-purchase contributions, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $461K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES INC | 94-1749354 | — | NONE | $54K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Retirement 2040 Fund | Other securities | — | — | $102.0M | 30.4% | |
| Retirement 2030 Fund | Other securities | — | — | $78.0M | 23.3% | |
| Retirement 2050 Fund | Other securities | — | — | $66.5M | 19.8% | |
| Retirement 2020 Fund | Other securities | — | — | $19.2M | 5.7% | |
| Retirement 2060 Fund | Other securities | — | — | $16.5M | 4.9% | |
| Fixed Annuity MassMutual SAGIC Core Bond Fund | Other securities | — | — | $10.8M | 3.2% | |
| Fidelity: 500 Index Fund | Mutual Funds | — | — | $9.8M | 2.9% | |
| Participant Loans* Secured, 4.25% - 9.50% | Bonds / Notes | — | — | $6.2M | 1.9% | |
| American Century Large Cap Growth III Fund | Other securities | — | — | $5.5M | 1.6% | |
| T. Rowe Price: Retirement 2010 Fund | Other securities | — | — | $3.3M | 1.0% | |
| Large Cap Value Fund | Other securities | — | — | $3.1M | 0.9% | |
| MassMutual Mid Cap Growth Fund | Other securities | — | — | $2.4M | 0.7% | |
| Small Cap Growth Fund | Other securities | — | — | $1.8M | 0.5% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $1.6M | 0.5% | |
| Variable Annuities American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.5M | 0.4% | |
| T. Rowe Price Small Cap Value Fund | Other securities | — | — | $1.3M | 0.4% | |
| Short Term Investment Fund MassMutual US Government Money Market Fund | Cash / Money Market | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | — | NONE | $48K | — |
| NEYHART ANDERSON FLYNN & GROSBOLL | 94-2576729 | — | NONE | $25K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $23K | — |
| MARSH & MCLENNAN AGENCY | 36-2668272 | — | NONE | $0 | — |
