Corlis Harris signed Central Carolina Air Conditioning Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Carolina Air Conditioning Company, LLC's EIN is 14-1861470.
Download the official 2024 Form 5500 (PDF) for Central Carolina Air Conditioning Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Carolina Air Conditioning Company, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $17K | — |
| STANLEY BENEFIT SERVICES | 20-4006400 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| ADVISOR |
| $24K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Life lnsurance Company Stable Value Fund | Stable Value | — | — | $2.0M | 19.1% | |
| Transamerica RetireOnTrack(R) 2060 Fund Common Collective Trust 'r3,51 1 ' Transamerica RetireonTrack(R) 2065 Fund Common Collective Trust 881 American Funds American Mutual R6 Nlutual Fund | Common Collective Trusts | — | — | $1.1M | 10.3% | |
| Schwab S&P 500 lndex Ir/btual Fund | Common Collective Trusts | — | — | $931K | 9.0% | |
| AB Small Cap Growth Z Iifutual Fund | Other securities | — | — | $794K | 7.7% | |
| BlackRock Mid-Cap Growth Equity K I\tutual Fund | Other securities | — | — | $785K | 7.6% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $750K | 7.3% | |
| American Funds New Perspective R6 lifutual Fund | Mutual Funds | — | — | $698K | 6.8% | |
| iShares II/SC I EAFE lnternational lndex K I\futual Fund 1 ,018 MFS lnternational Diversiflcation R6 I\futual Fund | Mutual Funds | — | — | $671K | 6.5% | |
| Guggenheim Total Return Bond R6 [/tutual Fund | Other securities | — | — | $443K | 4.3% | |
| DFA US Small Cap Value I Ivtutual Fund | Mutual Funds | — | — | $403K | 3.9% | |
| AB Large Cap Growth Z Irfutual Fund 1,2U,800 MFS Mid Cap Value R6 I\futual Fund 422 State Street Small/Mid Cap Equity lndex K l*rtual Fund | Mutual Funds | — | — | $294K | 2.8% | |
| " Transamerica RetireOnTrack(R) 2040 Fund Common Collective Trust | Common Collective Trusts | — | — | $223K | 2.2% | |
| State Sheet Aggregate Bond lndex K IvLtual Fund 684 DFA lntermediate Govt Fixed-lncome I Ivtutual Fund | Mutual Funds | — | — | $180K | 1.7% | |
| Transamerica RetireOnTrack(R) 2030 Fund Common Collective Trust | Common Collective Trusts | — | — | $164K | 1.6% | |
| Transamerica RetireonTrack(R) 2045 Fund Common Collective Trust | Common Collective Trusts | — | — | $146K | 1.4% | |
| ' Transamerica RetireonTrack(R) 2025 Fund Common Collective Trust | Common Collective Trusts | — | — | $106K | 1.0% | |
| .1aa JPMorgan High Yield R6 Mutual Fund * Notes Receivable from Participants (4-25% - 9.50% lnterest Rate) | Bonds / Notes | — | — | $73K | 0.7% | |
| Transamerica RetireOnTrack(R) 2050 Fund Common Collective Trust | Common Collective Trusts | — | — | $66K | 0.6% | |
| Cash and Cash Equivalents a | Cash / Money Market | — | — | $21K | 0.2% | |
| Transamerica RetireonTrack(R) 2055 Fund Common Collective Trust | Common Collective Trusts | — | — | $21K | 0.2% | |
| Transamerica RetireOnTrack(R) 2035 Fund Common Collective Trust | Common Collective Trusts | — | — | $10K | <0.1% | |
| RELIANCE METLIFE GAC 25053 WILMINGTON TRUST COMPANY · EIN 26-0142858 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
