Shane Johnston signed Perfect Air & Home Improvement,'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perfect Air & Home Improvement,'s EIN is 20-4999075.
Download the official 2023 Form 5500 (PDF) for Perfect Air & Home Improvement, from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Perfect Air & Home Improvement,'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 | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $223K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $203K | 2.3% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $143K | 1.6% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $141K | 1.6% | |
| T.ROWE PRICE RETIREMENT 2015-R 155 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $121K | 1.3% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $110K | 1.2% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $50K | 0.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $24K | 0.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $15K | 0.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $13K | 0.1% | |
| TROWE PRICE RET 2005 - R 307 REGISTERED INVESTMENT COMPANY JPM US SMALL COMPANY FD R3 973 REGISTERED INVESTMENT COMPANY DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $13K | 0.1% | |
| DELAWARE IVY INTL CORE EQ A | Registered Investment Companies | — | — | $12K | 0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $7K | <0.1% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $6K | <0.1% | |
| ALGER CAPITAL APPR INSTIT - I 322 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $5K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2020-R 155 REGISTERED INVESTMENT COMPANY VIRTUS SGA EMERGING MKTS EQ A | Registered Investment Companies | — | — | $3K | <0.1% | |
| INVESCO DIVERSIFIED DIV A | Registered Investment Companies | — | — | $3K | <0.1% | |
| JPM CORE BOND R3 | Registered Investment Companies | — | — | $2K | <0.1% | |
| JPM SMALL CAP VALUE FD R3 | Registered Investment Companies | — | — | $1K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R 154 REGISTERED INVESTMENT COMPANY JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $1K | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.