Nappa Electrical Contractors' EIN is 04-2828051.
Download the official 2024 Form 5500 (PDF) for Nappa Electrical Contractors from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nappa Electrical Contractors' 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2060 Target Date R6 | Mutual Funds | — | — | $924K | 15.9% | |
| American Funds 2045 Target Date R6 | Mutual Funds | — | — | $679K | 11.7% | |
| American Funds 2055 Target Date R6 | Mutual Funds | — | — | $584K | 10.0% | |
| DoubleLine Low Duration Bond Func Class I ** 968 Akre Focus Fund Retail | Other securities | — | — | $559K | 9.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $496K | 8.5% | |
| American Funds 2035 Target Date R6 | Mutual Funds | — | — | $488K | 8.4% | |
| American Funds 2050 Target Date R6 | Mutual Funds | — | — | $404K | 6.9% | |
| American Funds 2030 Target Date R6 | Mutual Funds | — | — | $320K | 5.5% | |
| American Funds 2040 Target Date R6 | Mutual Funds | — | — | $278K | 4.8% | |
| Delaware Ivy Large Cap Growth | Other securities | — | — | $199K | 3.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $126K | 2.2% | |
| Vanguard Global Equity Fund Investor | Mutual Funds | — | — | $112K | 1.9% | |
| American Funds 2065 Target Date R6 | Mutual Funds | — | — | $105K | 1.8% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $102K | 1.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $74K | 1.3% | |
| Vanguard Dividend Appreciation Index Fund | Common Collective Trusts | — | — | $67K | 1.2% | |
| Cash ** 53 * Notes receivable from participants Interest ranging from 8.50% and -0- | Cash / Money Market | — | — | $45K | 0.8% | |
| Vanguard Equity Income - Admiral | Mutual Funds | — | — | $42K | 0.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $39K | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $18K | 0.3% | |
| DFA US Small Cap Value | Mutual Funds | — | — | $14K | 0.2% | |
| Charles Schwab Government Money Fund | Mutual Funds | — | — | $9K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
