Heather Ferrara signed New England Air Systems, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New England Air Systems, LLC's EIN is 27-1441645.
Download the official 2024 Form 5500 (PDF) for New England Air Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New England Air Systems, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | RETAINED BY PLAN SPONSOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2040 Fund Mutual Funds 50,346.302 Shares | Mutual Funds | — | $50K | $2.2M | 16.3% | |
| Vanguard Target Ret 2030 Fund Mutual Funds 46,112.861 Shares | Mutual Funds | — | $46K | $1.7M | 13.1% | |
| Vanguard Target Ret 2035 Fund Mutual Funds 61,871.579 Shares | Mutual Funds | — | $62K | $1.5M | 11.1% | |
| T Rowe Price Capital Apprec Fd Mutual Funds 42,797.266 Shares | Mutual Funds | — | $43K | $1.5M | 11.1% | |
| Vanguard Target Ret 2025 Fund Mutual Funds 71,860.841 Shares | Mutual Funds | — | $72K | $1.3M | 10.0% | |
| JOHN HANCOCK STABLE VALUE FD R6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | $752K | $752K | 5.6% | |
| Vanguard Target Ret 2055 Fund Mutual Funds 13,057.409 Shares | Mutual Funds | — | $13K | $726K | 5.4% | |
| Vanguard Target Ret 2050 Fund Mutual Funds 13,786.735 Shares | Mutual Funds | — | $14K | $687K | 5.1% | |
| T Rowe Price All-Cap Oppty In Mutual Funds 6,941.762 Shares | Mutual Funds | — | $7K | $510K | 3.8% | |
| Vanguard Target Ret 2060 Fund Mutual Funds 9,573.324 Shares | Mutual Funds | — | $10K | $491K | 3.7% | |
| Vanguard Ttl Stk Mrkt Indx Ad Mutual Funds 3,159.822 Shares | Mutual Funds | — | $3K | $446K | 3.3% | |
| Vanguard Target Ret 2045 Fund Mutual Funds 11,377.613 Shares | Mutual Funds | — | $11K | $338K | 2.5% | |
| Vanguard Target Ret 2065 Fund Mutual Funds 6,080.579 Shares | Mutual Funds | — | $6K | $204K | 1.5% | |
| Vanguard Mid Cap Index Adm Mutual Funds 548.815 Shares | Mutual Funds | — | — | $179K | 1.3% | |
| Vanguard Mid-Cap Val Index Adm Mutual Funds 2,062.963 Shares | Mutual Funds | — | $2K | $173K | 1.3% | |
| Eagle Mid Cap Growth I Mutual Funds 2,134.842 Shares | Other securities | — | $2K | $164K | 1.2% | |
| Notes receivable from participants 4.25% 9.5% - | Bonds / Notes | — | — | $159K | 1.2% | |
| American EuroPacific Growth R5 Mutual Funds 1,536.772 Shares | Other securities | — | $2K | $82K | 0.6% | |
| Dodge & Cox Income I Mutual Funds 6,574.743 Shares | Mutual Funds | — | $7K | $81K | 0.6% | |
| Janus Henderson Triton I Mutual Funds 2,499.395 Shares | Mutual Funds | — | $2K | $68K | 0.5% | |
| Vanguard Value Index Fd Adm Mutual Funds 595.901 Shares | Mutual Funds | — | — | $39K | 0.3% | |
| American Century Sm Cap Value Mutual Funds 1,950.843 Shares | Other securities | — | $2K | $21K | 0.2% | |
| Vanguard Ttl Bd Mkt Ind Adm Mutual Funds 740.357 Shares | Mutual Funds | — | — | $7K | <0.1% | |
| PGIM High Yield R6 Mutual Funds 1,132.296 Shares | Other securities | — | $1K | $5K | <0.1% | |
| Vanguard Target Ret 2020 Fund Mutual Funds 153.182 Shares | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Ret Income Fd Mutual Funds 300.474 Shares | Mutual Funds | — | — | $4K | <0.1% | |
| PIMCO Real Return Instl Mutual Funds 243.591 Shares | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Total Int Idx Adm Mutual Funds 67.816 Shares | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
