Jack Scarsi signed US Air Conditioning Distributors, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Air Conditioning Distributors, LLC.'s EIN is 26-0852920.
Download the official 2024 Form 5500 (PDF) for US Air Conditioning Distributors, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Air Conditioning Distributors, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $128K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $11.7M | 18.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $10.5M | 16.5% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $6.7M | 10.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $5.4M | 8.5% | |
| Janus Henderson Balanced N Fund | Mutual Funds | — | — | $4.4M | 7.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.0M | 4.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.9M | 4.5% | |
| T. Rowe Price Small-Cap Stock Fund | Other securities | — | — | $2.7M | 4.3% | |
| Vanguard Interm Term Treasury Fund | Mutual Funds | — | — | $2.6M | 4.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.8M | 2.8% | |
| Oppenheimer International Growth Fund | Mutual Funds | — | — | $1.5M | 2.4% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.2% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.2% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| Carillon Scout Mid-Cap Stock Fund | Other securities | — | — | $1.3M | 2.1% | |
| Participant Loans to participants with maturity dates less than 5 years and interest rates from 5.25% to 10.5% - | Bonds / Notes | — | — | $927K | 1.5% | |
| Vanguard Total Int St IDX-AD | Common Collective Trusts | — | — | $919K | 1.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $891K | 1.4% | |
| Vanguard Target Retirement Fund | Mutual Funds | — | — | $572K | 0.9% | |
| Dodge & Cox Funds International Stock Fund | Mutual Funds | — | — | $461K | 0.7% | |
| (E) | Other securities | — | — | $68K | 0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $68K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TALLEY, LLP | 81-3071614 | — | ACCOUNTANT | $37K | — |
