Steven PUTT signed Electricom LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Electricom LLC's EIN is 13-4335513.
Download the official 2024 Form 5500 (PDF) for Electricom LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electricom LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R6 11,772 shares | Mutual Funds | — | $12K | $3.2M | 12.1% | |
| American Funds 2030 Target Date Fund R6 78,452 shares | Mutual Funds | — | $78K | $2.9M | 10.8% | |
| American Funds 2040 Target Date Fund R6 79,286 shares | Mutual Funds | — | $79K | $2.9M | 10.8% | |
| American Funds 2060 Target Date Fund R6 140,887 shares | Mutual Funds | — | $141K | $2.5M | 9.5% | |
| American Funds 2045 Target Date Fund R6 167,609 shares | Mutual Funds | — | $168K | $2.2M | 8.5% | |
| American Funds 2055 Target Date Fund R6 75,105 shares | Mutual Funds | — | $75K | $2.0M | 7.5% | |
| American Funds 2050 Target Date Fund R6 105,577 shares | Mutual Funds | — | $106K | $1.6M | 6.2% | |
| Fidelity 500 Index 6,450 shares | Common Collective Trusts | — | $6K | $1.3M | 5.0% | |
| American Funds 2025 Target Date Fund R6 138,741 shares | Mutual Funds | — | $139K | $1.2M | 4.5% | |
| American Funds 2065 Target Date Fund R6 64,948 shares | Mutual Funds | — | $65K | $1.1M | 4.3% | |
| AB Large Cap Growth Fund 7,936 shares | Other securities | — | $8K | $867K | 3.3% | |
| ranging from January 2025 to January 2030 | Other securities | — | — | $803K | 3.0% | |
| JPMorgan Equity Income Fund 31,461 shares | Other securities | — | $31K | $753K | 2.8% | |
| American Funds 2020 Target Date Fund R6 165,641 shares | Mutual Funds | — | $166K | $396K | 1.5% | |
| Collective Trust Funds Federated Capital Preservation Fund R6p Common Collective Trust 39,363 shares | Common Collective Trusts | — | $39K | $394K | 1.5% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $394K | 1.5% | |
| Fidelity Total Bond 38,745 shares | Mutual Funds | — | $39K | $364K | 1.4% | |
| Fidelity Small Cap Index 12,788 shares | Mutual Funds | — | $13K | $354K | 1.3% | |
| PIMCO Income Fund Institutional 33,098 shares | Mutual Funds | — | $33K | $348K | 1.3% | |
| American Funds New World R6 4,237 shares | Mutual Funds | — | $4K | $326K | 1.2% | |
| T. Rowe Price Overseas Stock Fund 24,240 shares | Other securities | — | $24K | $304K | 1.1% | |
| Janus Henderson Triton N 8,669 shares | Mutual Funds | — | $9K | $239K | 0.9% | |
| Fidelity Mid Cap Index 4,852 shares | Mutual Funds | — | $5K | $164K | 0.6% | |
| American Funds 2015 Target Date Fund R6 29,413 shares | Mutual Funds | — | $29K | $144K | 0.5% | |
| iShares US Aggregate Bond Index 6,503 shares | Other securities | — | $7K | $58K | 0.2% | |
| s *American Funds 2010 Target Date Fund R6 773 shares | Mutual Funds | — | — | $9K | <0.1% | |
| Money Market Fund *Money Market Fund Forfeitures 1,764 shares | Cash / Money Market | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
