Miller Kaplan Arase LLP signed Board of Trustees, TOC-Woodworkers, IAM Defined's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, TOC-Woodworkers, IAM Defined's EIN is 93-0951083.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, TOC-Woodworkers, IAM Defined from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, TOC-Woodworkers, IAM Defined's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $233K | — |
| BENESYS, INC | 38-2383171 | — | NONE | $139K | — |
| RVK, INC | 93-0910652 | — | NONE | $43K | — |
| JOSEPH L. REINHART, PC | 93-1162180 | — | NONE | $36K |
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 | — | — | $112.9M | 80.0% | |
| VFTC TARGET RETIREMENT INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $29.3M | 20.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $27.9M | 19.7% | |
| VFTC TARGET RETIREMENT 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $21.8M | 15.4% | |
| VFTC TARGET RETIREMENT 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $19.9M | 14.1% | |
| VFTC TARGET RETIREMENT 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $17.5M | 12.4% | |
| VFTC TARGET RETIREMENT 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $11.4M | 8.1% | |
| VFTC TARGET RETIREMENT 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $8.0M | 5.7% | |
| VFTC TARGET RETIREMENT 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.1% | |
| VFTC TARGET RETIREMENT 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $999K | 0.7% | |
| VFTC TARGET RETIREMENT 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $817K | 0.6% | |
| VFTC TARGET RETIREMENT 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $270K | 0.2% | |
| VFTC TARGET RETIREMENT 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $117K | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 34-0359955 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
| — |
| VIGILANT SERVICES, INC | 93-0877675 | — | NONE | $33K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $28K | — |
| U.S. BANK NATIONAL ASSOCATION | 31-0841368 | — | NONE | $13K | — |
| CLIFTON LARSON ALLEN LLP | — | BELLEVUE, WA | NONE | $11K | — |