Cristine Leifheit signed Limbach Facility Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Limbach Facility Services LLC's EIN is 16-1622730.
Download the official 2024 Form 5500 (PDF) for Limbach Facility Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Limbach Facility Services LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY CLIENT | $11K | — |
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 Growth Fund of America | Mutual Funds | — | — | $8.9M | 10.7% | |
| NYL Anchor Account | Other securities | — | — | $8.7M | 10.4% | |
| MainStay S&P 500 Index Fund | Common Collective Trusts | — | — | $7.6M | 9.0% | |
| T. Rowe Price Dividend Growth Fund | Other securities | — | — | $5.0M | 6.0% | |
| Blackrock LifePath 2035 Fund | Other securities | — | — | $4.9M | 5.8% | |
| Blackrock LifePath 2045 Fund | Other securities | — | — | $4.2M | 5.0% | |
| Blackrock LifePath 2055 Fund | Other securities | — | — | $4.0M | 4.7% | |
| Blackrock LifePath 2050 Fund | Other securities | — | — | $3.8M | 4.6% | |
| Blackrock LifePath 2040 Fund | Other securities | — | — | $3.8M | 4.5% | |
| John Hancock Bond Fund | Other securities | — | — | $3.4M | 4.0% | |
| AllianceBernstein Discovery Value Fund | Mutual Funds | — | — | $2.6M | 3.1% | |
| Baron Asset Fund | Other securities | — | — | $2.6M | 3.1% | |
| Columbia Mid Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 3.0% | |
| Blackrock LifePath 2030 Fund | Other securities | — | — | $2.5M | 3.0% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $2.5M | 2.9% | |
| Eagle Small Cap Growth | Other securities | — | — | $2.2M | 2.7% | |
| Impax International Sustainable Ecmy Fund | Other securities | — | — | $1.9M | 2.3% | |
| MainStay Epoch US Eq Yld I | Other securities | — | — | $1.9M | 2.2% | |
| American Funds High Income Trust | Mutual Funds | — | — | $1.8M | 2.2% | |
| Lord Abbett Small Cap Value Fund | Mutual Funds | — | — | $1.8M | 2.1% | |
| Invesco Equity and Income Fund | Mutual Funds | — | — | $1.7M | 2.0% | |
| Blackrock LifePath 2025 Fund | Other securities | — | — | $1.4M | 1.7% | |
| Notes Receivable from Participants Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | 1.4% | |
| Newberger Berman Real Estate Fund | Other securities | — | — | $831K | 1.0% | |
| Blackrock LifePath Retirement Fund | Other securities | — | — | $751K | 0.9% | |
| Allspring Emerging Markets Equity Adm | Other securities | — | — | $652K | 0.8% | |
| Blackrock LifePath 2060 Fund | Other securities | — | — | $486K | 0.6% | |
| Blackrock LifePath 2065 Fund | Other securities | — | — | $306K | 0.4% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
