John Lanier signed Air-Conditioning, Heating and Refrigeration Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Air-Conditioning, Heating and Refrigeration Institute's EIN is 26-1558777.
Download the official 2024 Form 5500 (PDF) for Air-Conditioning, Heating and Refrigeration Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Air-Conditioning, Heating and Refrigeration Institute'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS LLC | — | OVERLAND PARK, KS | NONE | $37K | — |
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 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.1M | 15.3% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $3.6M | 13.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.4M | 12.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.1M | 11.7% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $2.9M | 11.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.5M | 9.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $960K | 3.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $310K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $285K | 1.1% | |
| Fidelity Intl Index Fund | Common Collective Trusts | — | — | $189K | 0.7% | |
| Interest at 3.67% to 8.50%, maturing at various dates, secured by participant account balance | Bonds / Notes | — | — | $182K | 0.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $150K | 0.6% | |
| Putnam Large Cap Growth R6 | Mutual Funds | — | — | $133K | 0.5% | |
| Allspring Core Plus Bond R6 | Other securities | — | — | $93K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $77K | 0.3% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $29K | 0.1% | |
| American Funds Bond R6 | Mutual Funds | — | — | $25K | <0.1% | |
| TRP Government Money - I | Other securities | — | — | $23K | <0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| Undisc Mgrs Behavioral Val R6 | Other securities | — | — | $9K | <0.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Neuberger SM Cap Growth R6 | Other securities | — | — | $4K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
