Southern California Pipe Trades Defined's EIN is 95-4388338.
Download the official 2024 Form 5500 (PDF) for Southern California Pipe Trades Defined from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern California Pipe Trades Defined's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PLAN SERVIC | 31-0841368 | — | NONE | $620K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Blue Chip Grth I Mutual Fund | Mutual Funds | — | $28.5M | $43.7M | 10.8% | |
| T ROWE PRICE RET 2040 TRUST F T ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $27.2M | $38.7M | 9.6% | |
| T ROWE PRICE RET 2050 TRUST F T ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $25.6M | $36.2M | 9.0% | |
| T ROWE PRICE RET 2045 TRUST F T ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $24.8M | $35.3M | 8.7% | |
| T ROWE PRICE RET 2030 TRUST F T ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $24.5M | $33.0M | 8.2% | |
| INVESCO STABLE VALUE TRUST A1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | $27.8M | $27.8M | 6.9% | |
| T ROWE PRICE RET 2035 TRUST F T ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $20.0M | $27.1M | 6.7% | |
| Vanguard Instit Index (Inst) Mutual Fund | Mutual Funds | — | $16.9M | $25.5M | 6.3% | |
| T ROWE PRICE RET 2055 TRUST F T ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $18.3M | $25.1M | 6.2% | |
| T ROWE PRICE RET 2020 TRUST F T ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $11.0M | $14.5M | 3.6% | |
| T ROWE PRICE RET 2060 TRUST F T ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $10.1M | $13.4M | 3.3% | |
| iShares Russell SMID Cap Idx K Mutual Fund | Common Collective Trusts | — | $10.1M | $13.2M | 3.3% | |
| T ROWE PRICE RET 2025 TRUST F T ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $10.3M | $13.1M | 3.2% | |
| Invesco Equity and Income R6 Mutual Fund | Mutual Funds | — | $12.6M | $12.5M | 3.1% | |
| First American Government Obligations Fund Class Z Money Market Mutual Fund | Cash / Money Market | — | $9.2M | $9.2M | 2.3% | |
| GREAT LAKES LC VALUE CIT 1 SEI TRUST COMPANY · EIN 46-1026082 / PN 059 | Common Collective Trust | — | $7.5M | $8.0M | 2.0% | |
| T ROWE PRICE RET 2065 TRUST F T ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $4.8M | $5.7M | 1.4% | |
| Baird Aggregate Bond Fd Inst Mutual Fund | Other securities | — | $5.6M | $5.2M | 1.3% | |
| T ROWE PRICE RET 2005 TRUST F T ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | $3.2M | $3.7M | 0.9% | |
| American EuroPacific Growth R6 Mutual Fund | Other securities | — | $3.2M | $3.1M | 0.8% | |
| Vanguard Inf-Prot Secs Admiral Mutual Fund | Mutual Funds | — | $2.1M | $1.9M | 0.5% | |
| RBC Emerging Mkts Eqty R6 Mutual Fund | Other securities | — | $1.1M | $1.2M | 0.3% | |
| T ROWE PRICE RET 2015 TRUST F T ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $915K | $1.0M | 0.2% | |
| PIMCO All Asset Fund (Inst) Mutual Fund | Mutual Funds | — | $821K | $770K | 0.2% | |
| T ROWE PRICE RET 2010 TRUST F T ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | $416K | $483K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SO CA PIPE TRADES ADMIN CORP |
| 95-4557526 |
| — |
| RELATED-PARTY |
| $811K |
| — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $126K | — |
| SEGAL CONSULTING | 06-1271230 | — | NONE | $113K | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | — | NONE | $51K | — |
| BUSH GOTTLIEB | 95-2956616 | — | NONE | $26K | — |
| MILLER KAPLAN ARASE & CO | 95-2036255 | — | NONE | $17K | — |
| KAREN PEET | — | WEST COVINA, CA | NONE | $15K | — |
| KAREN HERN | — | GLENDALE, CA | NONE | $12K | — |
| NEW ENGLAND PENSION CONSULTANTS | 04-2927339 | — | NONE | $10K | — |
| KRAW LAW GROUP | 77-0171216 | — | NONE | $7K | — |
