Chris Claude signed Mechanical Systems Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mechanical Systems Company, LLC's EIN is 20-8844397.
Download the official 2024 Form 5500 (PDF) for Mechanical Systems Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mechanical Systems Company, LLC'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 | $18K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.0M | 15.9% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $946K | 14.5% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $940K | 14.4% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $870K | 13.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $785K | 12.0% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $449K | 6.9% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $310K | 4.8% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $135K | 2.1% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $125K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $93K | 1.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $85K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $80K | 1.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $71K | 1.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $61K | 0.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $60K | 0.9% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $51K | 0.8% | |
| DFA INTERNATIONAL SM CO INST 501 REGISTERED INVESTMENT COMPANY MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $46K | 0.7% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $39K | 0.6% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $29K | 0.4% | |
| PGIM GLOBAL REAL ESTATE R6 814 REGISTERED INVESTMENT COMPANY DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $17K | 0.3% | |
| JPM US GOVT MONEY MARKET INST | Registered Investment Companies | — | — | $15K | 0.2% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $14K | 0.2% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $12K | 0.2% | |
| AMERICAN FUNDS PRESERVATION R6 | Registered Investment Companies | — | — | $9K | 0.1% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $6K | <0.1% | |
| JPMORGAN US EQUITY FUND R6 | 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.
| INVESTMENT/FINANCIAL ADVI |
| $13K |
| — |
