Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's EIN is 86-6489984.
Download the official 2024 Form 5500 (PDF) for Trustees -Operating Engineers Local 139 Defined Contribution Annuity F from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees -Operating Engineers Local 139 Defined Contribution Annuity F's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $458K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fd Inst | Other securities | — | $8.5M | $8.6M | 14.4% | |
| Amer Target 2010 Fund R6 | Other securities | — | $7.3M | $7.5M | 12.6% | |
| Amer Target 2020 Fund R6 | Other securities | — | $7.0M | $7.2M | 12.0% | |
| Amer Target 2025 Fund R6 | Other securities | — | $6.9M | $7.1M | 11.9% | |
| Amer Target 2030 Fund R6 | Other securities | — | $6.8M | $7.0M | 11.7% | |
| Amer Target 2035 Fund R6 | Other securities | — | $5.4M | $5.5M | 9.2% | |
| Amer Target 2040 Fund R6 | Other securities | — | $4.8M | $5.0M | 8.3% | |
| Vanguard Treasury Money Mkt In | Mutual Funds | — | $3.8M | $3.8M | 6.4% | |
| JPMorgan US Govt MMkt Cap Cl | Other securities | — | $1.3M | $1.3M | 2.1% | |
| Amer Target 2045 Fund R6 | Other securities | — | $1.0M | $1.1M | 1.9% | |
| MFS International Equity R6 | Mutual Funds | — | $135K | $138K | 0.2% | |
| Fidelity Adv Intl Growth Z | Mutual Funds | — | $120K | $131K | 0.2% | |
| JP Morgan Large Growth R6 | Other securities | — | $124K | $124K | 0.2% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | $118K | $118K | 0.2% | |
| Vanguard Sm Cap Index Fd Adm | Mutual Funds | — | $109K | $112K | 0.2% | |
| Fidelity Dividend Growth Z | Mutual Funds | — | $73K | $79K | 0.1% | |
| Amer Target 2055 Fund R6 | Other securities | — | $48K | $48K | <0.1% | |
| American Funds 2065 TD Ret R6 | Mutual Funds | — | $43K | $45K | <0.1% | |
| American Funds 2070 TD Ret R6 | Mutual Funds | — | $28K | $29K | <0.1% | |
| Amer Target 2060 Fund R6 | Other securities | — | $29K | $28K | <0.1% | |
| Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | $23K | $25K | <0.1% | |
| Amer Target 2050 Fund R6 | Other securities | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS | 38-2383171 | — | NONE | $39K | — |
| CONSTRUCTION BUSINESS GROUP | 39-1703979 | — | AFFILIATED ORGANIZATION | $10K | — |
| REINHART BOERNER VAN DEUREN S.C. | 39-1126909 | — | NONE | $8K | — |
