James Anderson signed Defined Contrib PL, AGC-IUOE Local 701 Pension Trust Fund Trustees' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Defined Contrib PL, AGC-IUOE Local 701 Pension Trust Fund Trustees' EIN is 93-6075580.
Download the official 2024 Form 5500 (PDF) for Defined Contrib PL, AGC-IUOE Local 701 Pension Trust Fund Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Defined Contrib PL, AGC-IUOE Local 701 Pension Trust Fund Trustees' plan includes money-purchase contributions, ERISA 404(c) participant direction, 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 RETIREMENT SERVICES | 01-0233346 | WESTWOOD, MA | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICES | 91-1363171 | — | NONE | $216K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan SmartRet 2040 R4 - | Other securities | — | — | $42.2M | 26.8% | |
| JP Morgan SmartRet 2030 R4 - | Other securities | — | — | $32.7M | 20.8% | |
| T. Rowe Price Growth Stock Fund - | Other securities | — | — | $19.9M | 12.6% | |
| Dodge & Cox Stock Fund - | Mutual Funds | — | — | $14.9M | 9.5% | |
| JP Morgan SmartRet 2020 R4 - | Other securities | — | — | $10.2M | 6.5% | |
| NYL Insurance Guaranteed Interest Account* - | Other securities | — | — | $9.8M | 6.3% | |
| JP Morgan SmartRet 2050 R4 - | Other securities | — | — | $7.5M | 4.8% | |
| JP Morgan SmartRet 2060 R4 - | Other securities | — | — | $5.4M | 3.4% | |
| Invesco S&P 500 Index Fund Y - | Common Collective Trusts | — | — | $4.1M | 2.6% | |
| JP Morgan Core Plus Bond I - | Other securities | — | — | $2.6M | 1.6% | |
| JP Morgan SmartRet Income R4 - | Other securities | — | — | $2.0M | 1.3% | |
| MSIF International Equity Portfolio A - | Other securities | — | — | $1.1M | 0.7% | |
| Eagle Small Cap Growth I - | Other securities | — | — | $1.0M | 0.7% | |
| JP Morgan Prime Money Market Fund Variable Rate | Cash / Money Market | — | $589K | $589K | 0.4% | |
| BlackRock Inflation Protected Bond I - | Other securities | — | — | $414K | 0.3% | |
| Lord Abbett Value Opps Fund R5 - | Mutual Funds | — | — | $229K | 0.1% | |
| PIMCO All Asset Fund - | Mutual Funds | — | — | $168K | 0.1% | |
| Columbia High Yield Bond Fund Z - | Other securities | — | — | $158K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| COUGHRAN & MORALES, P.S. | 91-0889948 | — | NONE | $29K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $18K | — |
| AGC-IUOE LOCAL 701 TRAINING TRUST | 93-0634959 | — | NONE | $15K | — |
| PLATFORM CPAS, LLP | 88-4342576 | — | NONE | $11K | — |
