Roger Dossmann signed Michiana Area Electrical Workers Plan 4 Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Michiana Area Electrical Workers Plan 4 Trust's EIN is 82-1241822.
Download the official 2024 Form 5500 (PDF) for Michiana Area Electrical Workers Plan 4 Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michiana Area Electrical Workers Plan 4 Trust's plan includes health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOSTER & FOSTER | — | NAPERVILLE, IL | NONE | $20K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $15K | — |
| MORGAN STANLEY | — | INDIANAPOLIS, IN | NONE | $13K | — |
| MAY, OBERFELL LORBER LAW FIRM | — | MISHAWAKA, IN | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund | Other securities | — | $3.1M | $2.9M | 23.2% | |
| Pimco Income Fund Class I - 2 | Mutual Funds | — | $3.0M | $2.9M | 23.2% | |
| Lord Abbett Short Duration Income Fund | Mutual Funds | — | $1.4M | $1.4M | 10.8% | |
| Ishares Russell 1000 Value ETF | Common Collective Trusts | — | $906K | $1.2M | 9.5% | |
| Ishares Russell 1000 Growth ETF | Common Collective Trusts | — | $626K | $1.1M | 8.8% | |
| Vanguard Intl Equity Index Fund | Common Collective Trusts | — | $852K | $1.0M | 8.2% | |
| Invesco Prem US Mny Inst | Mutual Funds | — | $521K | $521K | 4.2% | |
| Ishares S&P Midcap 400 Index | Other securities | — | $287K | $371K | 3.0% | |
| Morgan Stanley Bank N.A. Money Market Fund 91 MUTUAL FUNDS Ishares SP Smallcap 600 Index | Cash / Money Market | — | $316K | $357K | 2.8% | |
| Blackrock High Yield Bond Fund | Other securities | — | $347K | $334K | 2.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| TIC MIDWEST | 13-2600875 | — | NONE | $7K | — |
