Board of Trustees of U.A. Local No. 159 Defined Contribution Plan's EIN is 94-2859426.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of U.A. Local No. 159 Defined Contribution Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of U.A. Local No. 159 Defined Contribution Plan's plan includes money-purchase contributions, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER | — | GREENWOOD VILLAGE, CO | NONE | $29K | — |
| THE VANGUARD GROUP | 23-1945930 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Empower IndexSelect Conservative Ret Fund R6 | Other securities | — | — | $21.5M | 28.5% | |
| Empower IndexSelect Conservative 2035 Fund R6 | Other securities | — | — | $16.9M | 22.3% | |
| Empower IndexSelect Conservative 2045 Fund R6 | Other securities | — | — | $12.4M | 16.4% | |
| Empower Guaranteed Income Fund | Other securities | — | — | $6.4M | 8.5% | |
| Empower Fidelity Large Cap Growth Idx | Common Collective Trusts | — | — | $4.5M | 6.0% | |
| Empower Fidelity Total Market Index | Common Collective Trusts | — | — | $3.9M | 5.1% | |
| Empower IndexSelect Conservative 2055 Fund R6 | Other securities | — | — | $3.3M | 4.4% | |
| Empower Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $2.4M | 3.2% | |
| Empower IndexSelect Conservative 2065 Fund R6 | Other securities | — | — | $1.2M | 1.6% | |
| Empower Fidelity US Bond Index | Mutual Funds | — | — | $972K | 1.3% | |
| PLAN PARTICIPANTS 3.25% - 8.5%, MATURITY DATE THROUGH DECEMBER 2029 | Bonds / Notes | — | — | $635K | 0.8% | |
| Empower Fidelity Large Cap Value Index | Mutual Funds | — | — | $495K | 0.7% | |
| Empower Fidelity Total International Index | Mutual Funds | — | — | $429K | 0.6% | |
| VFTC RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KRAW LAW GROUP, APC |
| 32-0465891 |
| — |
| NONE |
| $46K |
| — |
| HS&BA, INC. | 94-3089465 | — | NONE | $40K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $34K | — |
| ALAN BILLER & ASSOCIATES | 94-2854958 | — | NONE | $28K | — |
| UA LOCAL 159 | 94-0944925 | — | PLAN SPONSOR | $7K | — |
