KEN LIU signed Trustees of the Culinary and Bartenders 401(k) Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees of the Culinary and Bartenders 401(k) Trust's EIN is 88-0478833.
Download the official 2024 Form 5500 (PDF) for Trustees of the Culinary and Bartenders 401(k) Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of the Culinary and Bartenders 401(k) Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT MANAGEMENT CONSULTANTS | 88-0444272 | — | NONE | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $1.0M | — |
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 registered investment companies (mutual funds)] | Other | — | — | $237.0M | 96.3% | |
| METLIFE GAC SER 25053 CL 65 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $22.8M | 9.3% |
| MARSH & MCLENNAN AGENCY, LLC |
| 36-1436000 |
| — |
| NONE |
| $56K |
| — |
| PDQ GILLS PRINTING | 88-0444272 | — | PLAN SPONSOR | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
