Kelly Erskine signed Norman S. Wright Climatec Mechanical Equipment of Southern California,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Norman S. Wright Climatec Mechanical Equipment of Southern California,'s EIN is 02-0625650.
Download the official 2024 Form 5500 (PDF) for Norman S. Wright Climatec Mechanical Equipment of Southern California, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norman S. Wright Climatec Mechanical Equipment of Southern California,'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2025 K6 Mutual funds | Mutual Funds | — | — | $3.5M | 18.6% | |
| FID FREEDOM 2050 K6 Mutual funds | Mutual Funds | — | — | $2.4M | 12.4% | |
| FID FREEDOM 2045 K6 Mutual funds | Mutual Funds | — | — | $2.3M | 12.0% | |
| FID FREEDOM 2030 K6 Mutual funds | Mutual Funds | — | — | $1.9M | 9.8% | |
| FID 500 INDEX Mutual funds | Common Collective Trusts | — | — | $1.5M | 7.9% | |
| FID FREEDOM 2040 K6 Mutual funds | Mutual Funds | — | — | $1.4M | 7.3% | |
| FID FREEDOM 2055 K6 Mutual funds | Mutual Funds | — | — | $1.4M | 7.2% | |
| FID FREEDOM 2020 K6 Mutual funds | Mutual Funds | — | — | $1.3M | 6.7% | |
| FID FREEDOM 2060 K6 Mutual funds | Mutual Funds | — | — | $649K | 3.4% | |
| FID BLUE CHIP GR K6 Mutual funds | Mutual Funds | — | — | $516K | 2.7% | |
| FID FREEDOM 2035 K6 Mutual funds | Mutual Funds | — | — | $488K | 2.6% | |
| VICT NASDAQ 100 R6 Mutual funds | Other securities | — | — | $182K | 1.0% | |
| VANG VALUE IDX ADM Mutual funds | Common Collective Trusts | — | — | $173K | 0.9% | |
| FID INTL INDEX Mutual funds | Mutual Funds | — | — | $154K | 0.8% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $150K | 0.8% | |
| FID LG CAP GR IDX Mutual funds | Common Collective Trusts | — | — | $143K | 0.8% | |
| GABELLI US MM I Money market fund | Cash / Money Market | — | — | $124K | 0.7% | |
| VANG STR SMCP EQ INV Mutual funds | Other securities | — | — | $123K | 0.6% | |
| DFA US LG CAP VAL Mutual funds | Mutual Funds | — | — | $108K | 0.6% | |
| VANG INFO TEC IDX AD Mutual funds | Common Collective Trusts | — | — | $74K | 0.4% | |
| TRP QM US SMCP EQ I Mutual funds | Other securities | — | — | $72K | 0.4% | |
| FID MID CAP IDX Mutual funds | Common Collective Trusts | — | — | $70K | 0.4% | |
| AF NEW WORLD R6 Mutual funds | Other securities | — | — | $68K | 0.4% | |
| DFA INTL LG CP GR IS Mutual funds | Mutual Funds | — | — | $65K | 0.3% | |
| DFA INTL VALUE I Mutual funds | Mutual Funds | — | — | $62K | 0.3% | |
| JPM US GARP EQ R6 Mutual funds | Other securities | — | — | $59K | 0.3% | |
| AF CAP WORLD G&I R6 Mutual funds | Other securities | — | — | $59K | 0.3% | |
| FIRST EAGLE GOLD R6 Mutual funds | Other securities | — | — | $39K | 0.2% | |
| AF FUNDMNTL INV R6 Mutual funds | Other securities | — | — | $21K | 0.1% | |
| FID FREEDOM 2065 K6 Mutual funds | Mutual Funds | — | — | $20K | 0.1% | |
| DODGE & COX INCOME X Mutual funds | Mutual Funds | — | — | $20K | 0.1% | |
| DFA SH DUR RL RET IS Mutual funds | Mutual Funds | — | — | $7K | <0.1% | |
| FID REAL ESTATE IDX Mutual funds | Common Collective Trusts | — | — | $7K | <0.1% | |
| LD ABT INCOME R6 Mutual funds | Other securities | — | — | $5K | <0.1% | |
| FID FREEDOM 2070 K6 Mutual funds | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $5K |
| — |
