Valerie Bruno signed Electek's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Electek's EIN is 27-3733987.
Download the official 2024 Form 5500 (PDF) for Electek from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Electek's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PGIM J GROWTH Z N/R | Mutual Funds | — | — | $7.5M | 17.7% | |
| Fidelity FID 500 INDEX N/R | Common Collective Trusts | — | — | $4.3M | 10.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.6M | 8.7% | |
| T. Rowe Price TRP RETIREMENT 2045 N/R | Other securities | — | — | $2.9M | 6.8% | |
| Fidelity FID BALANCED K N/R | Mutual Funds | — | — | $2.7M | 6.5% | |
| MFS VALUE R6 N/R | Mutual Funds | — | — | $2.3M | 5.5% | |
| Self-Directed Account * Fidelity BROKERAGELINK N/R | Self-Directed Brokerage | — | — | $2.3M | 5.4% | |
| T. Rowe Price TRP RETIREMENT 2030 N/R | Other securities | — | — | $2.2M | 5.3% | |
| T. Rowe Price TRP RETIREMENT 2040 N/R | Other securities | — | — | $2.0M | 4.6% | |
| T. Rowe Price TRP RETIREMENT 2035 N/R | Other securities | — | — | $1.5M | 3.6% | |
| T. Rowe Price TRP RETIREMENT 2050 N/R | Other securities | — | — | $1.5M | 3.5% | |
| PGIM TOTAL RTN BD R6 N/R | Other securities | — | — | $1.3M | 3.2% | |
| Fidelity FID MID CAP IDX N/R | Common Collective Trusts | — | — | $1.2M | 3.0% | |
| Victory S ESTB VAL I N/R | Other securities | — | — | $882K | 2.1% | |
| T. Rowe Price TRP RETIREMENT 2020 N/R | Other securities | — | — | $731K | 1.7% | |
| T. Rowe Price TRP RETIREMENT 2025 N/R | Other securities | — | — | $695K | 1.6% | |
| T. Rowe Price TRP RETIREMENT 2055 N/R | Other securities | — | — | $586K | 1.4% | |
| Dodge & Cox DODGE & COX INTL STK N/R | Mutual Funds | — | — | $552K | 1.3% | |
| Fidelity FID US BOND IDX N/R | Common Collective Trusts | — | — | $515K | 1.2% | |
| MFS INTL INTR VAL R4 N/R | Mutual Funds | — | — | $447K | 1.1% | |
| Invesco INVS DISCOVERY R6 N/R | Mutual Funds | — | — | $367K | 0.9% | |
| Participant Loans * Notes receivable from participants with | Participant loans | — | — | $281K | 0.7% | |
| American Funds AF NEW WORLD R6 N/R | Mutual Funds | — | — | $268K | 0.6% | |
| T. Rowe Price TRP RETIRE BAL N/R | Other securities | — | — | $205K | 0.5% | |
| Fidelity FID EMRG MKTS IDX N/R | Common Collective Trusts | — | — | $197K | 0.5% | |
| Fidelity FID SM CAP IDX N/R | Common Collective Trusts | — | — | $191K | 0.5% | |
| T. Rowe Price TRP RETIREMENT 2060 N/R | Other securities | — | — | $143K | 0.3% | |
| Victory S SMCO OP R6 N/R | Other securities | — | — | $120K | 0.3% | |
| Driehaus INTL SMCPGR N/R | Other securities | — | — | $113K | 0.3% | |
| T. Rowe Price TRP RETIREMENT 2010 N/R | Other securities | — | — | $99K | 0.2% | |
| Money Market Fund * Fidelity FID GOVT MMKT N/R | Mutual Funds | — | — | $91K | 0.2% | |
| Fidelity FID GLB EX US IDX N/R | Common Collective Trusts | — | — | $78K | 0.2% | |
| PGIM GLB TOT RTN R6 N/R | Other securities | — | — | $69K | 0.2% | |
| BlackRock BLKRK MD CP GR EQ K N/R | Other securities | — | — | $67K | 0.2% | |
| T. Rowe Price TRP RETIREMENT 2015 N/R | Other securities | — | — | $52K | 0.1% | |
| T. Rowe Price TRP RETIREMENT 2005 N/R | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
