Christian Chally signed 112/73 Retirement Trust Fund NECA - IBEW's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
112/73 Retirement Trust Fund NECA - IBEW's EIN is 91-1167290.
Download the official 2024 Form 5500 (PDF) for 112/73 Retirement Trust Fund NECA - IBEW from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)112/73 Retirement Trust Fund NECA - IBEW's plan includes money-purchase contributions, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 04-1414660 | — | NONE | $161K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHN & ASSOCIATES | 91-1008626 | — | NONE | $83K | — |
| VERUS |
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 | |||||
|---|---|---|---|---|---|---|
| MainStay Large Cap Growth | Other securities | — | — | $112.5M | 23.5% | |
| Neuberger Berman Genesis | Other securities | — | — | $55.5M | 11.6% | |
| Vanguard Balanced Index | Mutual Funds | — | — | $50.5M | 10.6% | |
| T Rowe T Rowe Price Retirement 2050 | Mutual Funds | — | — | $45.5M | 9.5% | |
| IBEW-NECA STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 93-6223188 / PN 001 | Common Collective Trust | — | — | $43.6M | 9.1% | |
| T Rowe T Rowe Price Retirement 2040 | Mutual Funds | — | — | $37.3M | 7.8% | |
| T Rowe T Rowe Price Retirement 2060 | Mutual Funds | — | — | $31.4M | 6.6% | |
| Voya Small Cap Growth | Other securities | — | — | $30.0M | 6.3% | |
| T Rowe T Rowe Price Retirement 2030 | Mutual Funds | — | — | $17.3M | 3.6% | |
| T Rowe T Rowe Price Retirement 2020 | Mutual Funds | — | — | $10.0M | 2.1% | |
| Aristotle Value Equity FDI-2 | Other securities | — | — | $9.0M | 1.9% | |
| Vanguard Small Cap Value | Mutual Funds | — | — | $7.9M | 1.6% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $7.4M | 1.5% | |
| John Hancock Trust Company Core Plus Fixed Income Trust | Common Stocks | — | — | $6.7M | 1.4% | |
| T Rowe T Rowe Price Retirement Balanced | Mutual Funds | — | — | $6.3M | 1.3% | |
| WCM Focused Intl Growth Inst | Other securities | — | — | $2.9M | 0.6% | |
| T Rowe T Rowe Price Retirement 2010 | Mutual Funds | — | — | $1.3M | 0.3% | |
| Washington Trust Bank Business Jumbo Certificate of Deposit | Other securities | — | $200K | $205K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 91-1320111 |
| — |
| NONE |
| $69K |
| — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $51K | — |
| TURNER, STOEVE & GAGLIARDI, P.S. | 91-1282506 | — | NONE | $33K | — |
