Debra Margraf signed B of T IBEW Local No 640 & AZ Chapter NECA Defined Contribution Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
B of T IBEW Local No 640 & AZ Chapter NECA Defined Contribution Plan's EIN is 86-0323980.
Download the official 2024 Form 5500 (PDF) for B of T IBEW Local No 640 & AZ Chapter NECA Defined Contribution Plan 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 |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | — | DES MOINES, IA | NONE | $273K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS |
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 | — | — | $132.0M | 96.4% | |
| BNY MELLON SMARTPATH TARGET 2030 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 151 | Common Collective Trust | — | — | $22.4M | 16.4% | |
| BNY MELLON SMARTPATH TARGET 2035 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 284 | Common Collective Trust | — | — | $19.1M | 13.9% | |
| BNY MELLON SMARTPATH TARGET 2040 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 152 | Common Collective Trust | — | — | $19.1M | 13.9% | |
| BNY MELLON SMARTPATH TARGET 2025 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 283 | Common Collective Trust | — | — | $14.7M | 10.8% | |
| BNY MELLON SMARTPATH TARGET 2045 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 285 | Common Collective Trust | — | — | $13.8M | 10.1% | |
| BNY MELLON SMARTPATH TARGET 2050 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 278 | Common Collective Trust | — | — | $10.0M | 7.3% | |
| BNY MELLON SMARTPATH TARGET 2055 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 304 | Common Collective Trust | — | — | $9.1M | 6.7% | |
| BNY MELLON SMARTPATH TARGET 2020 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 150 | Common Collective Trust | — | — | $6.3M | 4.6% | |
| BNY MELLON SMARTPATH TARGET 2060 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 325 | Common Collective Trust | — | — | $5.9M | 4.3% | |
| BNYM MELLON SMARTPATH BANK OF NY MELLON · EIN 25-6078009 / PN 360 | Common Collective Trust | — | — | $3.8M | 2.8% | |
| BNY MELLON SMARTPATH TARGET 2065 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 360 | Common Collective Trust | — | — | $2.2M | 1.6% | |
| BNYM MELLON AFL CIO BANK OF NY MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | — | — | $1.9M | 1.4% | |
| ARISTOTLE VALUE EQUITY SEI TRUST · EIN 81-3393503 / PN 002 | Common Collective Trust | — | — | $1.0M | 0.7% | |
| BNY MELLON SL AG BOND BANK OF NY MELLON · EIN 25-6078093 / PN 085 | Common Collective Trust | — | — | $264K | 0.2% | |
| BNY MELLON SL ACWI EX US BANK OF NY MELLON · EIN 25-6078093 / PN 206 | Common Collective Trust | — | — | $159K | 0.1% | |
| ULLICO J FOR JOBS HAND BENEFITS & TRUST COMPANY · EIN 52-6435640 / PN 193 | Common Collective Trust | — | — | $49K | <0.1% | |
| BNYM MELLON SL SP RET INC I BANK OF NY MELLON · EIN 25-6078093 / PN 153 | Common Collective Trust | — | — | $0 | <0.1% |
B of T IBEW Local No 640 & AZ Chapter NECA Defined Contribution Plan's plan includes money-purchase contributions, ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA).
| 52-1590516 |
| — |
| NONE |
| $120K |
| — |
| ALAN D BILLER & ASSOCIATES | — | MENLO PARK, CA | NONE | $104K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE | $26K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $26K | — |
| KELLEY LAW GROUP | — | PHOENIX, AZ | NONE | $21K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE | $18K | — |
| NECASTAR | 86-0140480 | — | NONE | $12K | — |
| INTERNATIONAL PRINTING CO | — | PHOENIX, AZ | NONE | $7K | — |
