Steven Streimer signed BOT - Oregon Sheet Metal Workers Master Retirement Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOT - Oregon Sheet Metal Workers Master Retirement Trust's EIN is 93-6018501.
Download the official 2024 Form 5500 (PDF) for BOT - Oregon Sheet Metal Workers Master Retirement Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOT - Oregon Sheet Metal Workers Master Retirement Trust's plan includes profit-sharing, a 401(k) feature, 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 SERVICE | 01-0233346 | — | NONE | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WILLIAM C. EARHART COMPANY INC. | 93-0509592 | — | NONE | $81K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2035 Fund 613,900 | Mutual Funds | — | — | $14.7M | 23.5% | |
| Vanguard Target Ret 2030 Fund 342,528 | Mutual Funds | — | — | $13.0M | 20.7% | |
| Vanguard Target Ret 2025 Fund 452,935 | Mutual Funds | — | — | $8.5M | 13.5% | |
| Vanguard Target Ret 2040 Fund 146,931 | Mutual Funds | — | — | $6.4M | 10.1% | |
| Vanguard Target Ret 2020 Fund 223,875 | Mutual Funds | — | — | $5.9M | 9.5% | |
| Vanguard Target Ret 2045 Fund 145,532 | Mutual Funds | — | — | $4.3M | 6.9% | |
| Vanguard Target Ret Income Fd 184,369 | Mutual Funds | — | — | $2.4M | 3.9% | |
| Vanguard Target Ret 2050 Fund 45,202 | Mutual Funds | — | — | $2.3M | 3.6% | |
| Vanguard Target Ret 2055 Fund 20,991 | Mutual Funds | — | — | $1.2M | 1.9% | |
| Vanguard 500 Index Fd Admiral 1,813 | Common Collective Trusts | — | — | $984K | 1.6% | |
| Vanguard Target Ret 2060 Fund 12,868 | Mutual Funds | — | — | $659K | 1.1% | |
| Vanguard Target Ret 2065 Fund 18,454 | Mutual Funds | — | — | $620K | 1.0% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $443K | 0.7% | |
| PIMCO All Asset Fund (Inst) 9 ** 100 Principal Diversified Intl R6 8 ** 100 T Rowe Price Lrg Cap Grwth I 4,493 | Mutual Funds | — | — | $370K | 0.6% | |
| Vanguard Sm Cap Index Fd Adm 1,486 | Mutual Funds | — | — | $171K | 0.3% | |
| JP Morgan Core Bond Fund R6 10,502 | Other securities | — | — | $106K | 0.2% | |
| DFA International Value Prt I 3,338 | Mutual Funds | — | — | $69K | 0.1% | |
| Cohen & Steers Inst Realty 1,287 | Other securities | — | — | $62K | <0.1% | |
| Vanguard Inf-Prot Secs Admiral 2,092 | Mutual Funds | — | — | $47K | <0.1% | |
| American EuroPacific Growth R6 762 | Other securities | — | — | $41K | <0.1% | |
| JPMorgan US Govt MMkt Cap Cl 41 ** 42 LSV Value Equity Fund 1,408 | Other securities | — | — | $37K | <0.1% | |
| JP Morgan High Yield Fd Cl R6 4,394 | Other securities | — | — | $29K | <0.1% | |
| DFA US Small Cap Val Port I 412 | Mutual Funds | — | — | $20K | <0.1% | |
| DFA Emerging Markets Core Eq I 645 | Mutual Funds | — | — | $15K | <0.1% | |
| William Blair SC Growth R6 361 | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CLIFTONLARSONALLEN LLP |
| 41-0746749 |
| — |
| NONE |
| $27K |
| — |
| VERUS ADVISORY, INC | 91-1320111 | — | NONE | $17K | — |
| OGLETREE, DEAKINS, NASH, ET AL. | 57-1044820 | — | NONE | $7K | — |
