LISA Foley signed 3 Phase Elevator Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
3 Phase Elevator Corp.'s EIN is 04-3360900.
Download the official 2024 Form 5500 (PDF) for 3 Phase Elevator Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)3 Phase Elevator Corp.'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 |
|---|---|---|---|---|---|
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.6M | 98.3% | |
| [Assets held in participant loans] | Other | — | — | $117K | 1.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $48K | 0.5% |
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $35K | — |
| FIDELITY FUNDS | 04-2647786 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4289686 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
