AWY Holdings, Inc. DBA Tempe Mechanical's EIN is 20-8040140.
Download the official 2024 Form 5500 (PDF) for AWY Holdings, Inc. DBA Tempe Mechanical from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AWY Holdings, Inc. DBA Tempe Mechanical's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGRANDAR ASSOCIATES, INC | 86-0782378 | SCOTTSDALE, AZ | INVESTMENT ADVISORY | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DESANTIAGO PENSION CONSULTING, LLC | 86-0905871 | PHOENIX, AZ | OTHER SERVICES | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 17 *GUIDEMARK GUIDEMARK LARGE CAP CORE | Other securities | — | — | $583K | 23.9% | |
| 15 *DOUBLELINE DOUBLELINE SHILLER ENHANCED CAPE CL I | Other securities | — | — | $264K | 10.9% | |
| 19 *NAVIGATOR TACTICAL NAVIGATOR TACTICAL FIXED INCOME I | Other securities | — | — | $245K | 10.1% | |
| 20 ISHARES HIGH YIELD CORP | Common Stocks | — | — | $152K | 6.3% | |
| 14 *DOUBLELINE DOUBLELINE LOW DURATION BOND I | Other securities | — | — | $140K | 5.8% | |
| 16 *DOUBLELINE DOUBLELINE TOTAL RETURN BOND CL I | Other securities | — | — | $136K | 5.6% | |
| 18 *GUIDEMARK GUIDEMARK SMALL/MID CAP CORE | Other securities | — | — | $123K | 5.1% | |
| 6 *AMERICAN FUNDS AM FUNDS GROWTH FUND OF AMER F2 | Mutual Funds | — | — | $120K | 5.0% | |
| 9 *AMERICAN FUNDS AM FUNDS SMALLCAP WORLD F2 | Mutual Funds | — | — | $73K | 3.0% | |
| 3 *AMERICAN FUNDS AM FUNDS AMCAP F2 | Mutual Funds | — | — | $72K | 3.0% | |
| 12 *DOUBLELINE DOUBLELINE FLEXIBLE INCOME I | Other securities | — | — | $70K | 2.9% | |
| 22 SPDR BLOOMBERG HIGH YIELD BOND | Other securities | — | — | $69K | 2.8% | |
| 4 *AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA F2 | Mutual Funds | — | — | $48K | 2.0% | |
| 5 *AMERICAN FUNDS AM FUNDS FUNDAMENTAL INVESTORS F2 | Mutual Funds | — | — | $48K | 2.0% | |
| 7 *AMERICAN FUNDS AM FUNDS NEW ECONOMY F2 | Mutual Funds | — | — | $48K | 2.0% | |
| 1 FDIC INSURED CASH | Cash / Money Market | — | — | $48K | 2.0% | |
| 10 *DOUBLELINE DOUBLELINE CORE FIXED INCOME I | Other securities | — | — | $44K | 1.8% | |
| 13 *DOUBLELINE DOUBLELINE FLOATING RATE I | Bonds / Notes | — | — | $36K | 1.5% | |
| 11 *DOUBLELINE DOUBLELINE EMERGING MARKETS FIXED INC I | Common Stocks | — | — | $24K | 1.0% | |
| 21 SPDR BLOOMBERG BARCLAYS ST HIGH YIELD | Other securities | — | — | $15K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
