Corinne Cosentino signed Board of Trustees Office & Professional Employees RET Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Office & Professional Employees RET Plan's EIN is 91-1337614.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Office & Professional Employees RET 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 |
|---|---|---|---|---|---|
| BAC CAPITAL ADVISORS LLC | 91-1999591 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $155K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced R6 | Mutual Funds | — | — | $11.7M | 33.9% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $3.1M | 8.9% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.3M | 6.7% | |
| BlackRock Lifepath Index Retire K | Other securities | — | — | $2.3M | 6.7% | |
| JP Morgan US Government MM Institutional | Other securities | — | — | $1.9M | 5.4% | |
| BlackRock Lifepath Index 2035 K | Other securities | — | — | $1.7M | 5.1% | |
| American Funds American Growth and Income Portfolio R6 | Mutual Funds | — | — | $1.5M | 4.5% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | — | $1.4M | 4.2% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $1.2M | 3.5% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $1.1M | 3.1% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $856K | 2.5% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $779K | 2.3% | |
| Vanguard Small-Cap Growth Index Admiral | Mutual Funds | — | — | $583K | 1.7% | |
| American Funds Conservative Growth and Income Portfolio | Mutual Funds | — | — | $513K | 1.5% | |
| American Century One Choice V Con I | Other securities | — | — | $475K | 1.4% | |
| BlackRock Lifepath Index 2060 K | Other securities | — | — | $441K | 1.3% | |
| BlackRock Strategic Income Opps Instl | Other securities | — | — | $396K | 1.1% | |
| JP Morgan Equity Income Fund R6 | Other securities | — | — | $325K | 0.9% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $291K | 0.8% | |
| BlackRock Lifepath Index 2065 K | Other securities | — | — | $288K | 0.8% | |
| Metropolitan West Total Bd I | Other securities | — | — | $246K | 0.7% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $190K | 0.6% | |
| Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $128K | 0.4% | |
| Vanguard Emerging Mkts Admiral | Mutual Funds | — | — | $112K | 0.3% | |
| BlackRock High Yield Instl | Other securities | — | — | $105K | 0.3% | |
| Vanguard Total Stock Intl Market Index Admiral | Mutual Funds | — | — | $83K | 0.2% | |
| BlackRock II-Floating Rate Inst | Bonds / Notes | — | — | $32K | <0.1% | |
| Alliance Bernstein Global Bond-Z | Other securities | — | — | $22K | <0.1% | |
| Calvert Balanced R6 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Board of Trustees Office & Professional Employees RET Plan's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
| BENEFIT ADMINISTRATION COMPANY, LLC | 91-1999591 | — | NONE | $151K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $63K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $13K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $9K | — |
