Jeffrey Clark signed Isaac Heating & Air Conditioning's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Isaac Heating & Air Conditioning's EIN is 16-0908242.
Download the official 2023 Form 5500 (PDF) for Isaac Heating & Air Conditioning from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Isaac Heating & Air Conditioning'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, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE RUTTY & CO., INC. | 16-0620690 | — | INVESTMENT/FINANCIAL ADVI | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $5.7M | 19.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $2.8M | 9.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.6M | 9.2% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $2.2M | 7.9% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $2.2M | 7.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $2.1M | 7.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.6M | 5.8% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $856K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $709K | 2.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $607K | 2.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $601K | 2.1% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $592K | 2.1% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $588K | 2.1% | |
| DELAWARE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $550K | 1.9% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $478K | 1.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $473K | 1.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $454K | 1.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $438K | 1.5% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $429K | 1.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $405K | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $256K | 0.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $251K | 0.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $237K | 0.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $209K | 0.7% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $65K | 0.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $48K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $40K | 0.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $28K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $11K | <0.1% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
