Juan Rondon signed Transel Elevator & Electric, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transel Elevator & Electric, Inc.'s EIN is 11-2995885.
Download the official 2024 Form 5500 (PDF) for Transel Elevator & Electric, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transel Elevator & Electric, Inc.'s 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 |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $31K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIONEER FUNDAMENTAL GROWTH Y | Registered Investment Companies | — | — | $1.6M | 12.0% | |
| JANUS HEND BALANCED FUND - A | Registered Investment Companies | — | — | $1.2M | 9.1% | |
| MFS VALUE FUND - R3 | Registered Investment Companies | — | — | $1.0M | 8.0% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $1.0M | 7.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $876K | 6.7% | |
| FRANKLIN CORE PLUS BOND ADV | Registered Investment Companies | — | — | $858K | 6.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $635K | 4.9% | |
| MFS MID CAP GROWTH FUND R3 | Registered Investment Companies | — | — | $534K | 4.1% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $517K | 4.0% | |
| JH M-MGR 2030 LFTM R5 | Registered Investment Companies | — | — | $511K | 3.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $498K | 3.8% | |
| JH M-MGR 2040 LFTM R5 | Registered Investment Companies | — | — | $480K | 3.7% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $424K | 3.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $418K | 3.2% | |
| THE HARTFORD INTL OPPS CLASS Y | Registered Investment Companies | — | — | $384K | 3.0% | |
| JH M-MGR 2060 LFTM R5 | Registered Investment Companies | — | — | $272K | 2.1% | |
| JH M-MGR 2055 LFTM R5 | Registered Investment Companies | — | — | $258K | 2.0% | |
| JH M-MGR 2050 LFTM R5 | Registered Investment Companies | — | — | $249K | 1.9% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $204K | 1.6% | |
| VIRTUS KAR SMALL-CAP VALUE A | Registered Investment Companies | — | — | $177K | 1.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $173K | 1.3% | |
| JH M-MGR 2045 LFTM R5 | Registered Investment Companies | — | — | $146K | 1.1% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $145K | 1.1% | |
| JH M-MGR 2035 LFTM R5 | Registered Investment Companies | — | — | $123K | 0.9% | |
| JH M-MGR 2020 LFTM R5 | Registered Investment Companies | — | — | $78K | 0.6% | |
| JH M-MGR 2015 LFTM R5 | Registered Investment Companies | — | — | $68K | 0.5% | |
| JH M-MGR 2025 LFTM R5 | Registered Investment Companies | — | — | $52K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $31K |
| — |
