Mark Calkins signed Trustees - Colorado Iron Workers Individual Account Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees - Colorado Iron Workers Individual Account Trust Fund's EIN is 84-1230960.
Download the official 2024 Form 5500 (PDF) for Trustees - Colorado Iron Workers Individual Account Trust Fund 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 |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS, INC. | 13-2646110 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $91K | — |
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 common collective trust] | Other | — | — | $13.3M | 76.1% | |
| MARCO EQUITY SEGAL MARCO GROUP TRUST · EIN 27-6230536 / PN 001 | Common Collective Trust | — | — | $6.6M | 38.1% | |
| MARCO FIXED SEGAL MARCO GROUP TRUST · EIN 27-6230536 / PN 002 | Common Collective Trust | — | — | $6.6M | 38.0% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.6M | 9.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $62K | 0.4% |
| US REAL ESTATE |
| 04-2895544 |
| — |
| NONE |
| $24K |
| — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $21K | — |
| US BANK | 41-0417860 | — | NONE | $11K | — |
