Jennifer Fuentes signed International Association of Plumbing & Mechanical Officials' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
International Association of Plumbing & Mechanical Officials' EIN is 95-1603192.
Download the official 2024 Form 5500 (PDF) for International Association of Plumbing & Mechanical Officials from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)International Association of Plumbing & Mechanical Officials' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $38.4M | 45.4% | |
| [Assets held in pooled separate account] | Other | — | — | $33.5M | 39.6% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $21.8M | 25.8% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $5.3M | 6.2% | |
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $2.7M | 3.2% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $1.9M | 2.3% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $1.8M | 2.1% | |
| [Assets held in participant loans] | Other | — | — | $579K | 0.7% |
| PACIFIC WEALTH ADVISORS DBA PACIFIC | — | SEATTLE, WA | INVESTMENT ADVISOR | $72K | — |
| THE RETIREMENT ADVISOR UNIVERSITY I | — | JUPITER, FL | INVESTMENT ADVISOR | $10K | — |
