Kaycee Stack signed True Air Mechanical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
True Air Mechanical, Inc.'s EIN is 27-3944870.
Download the official 2024 Form 5500 (PDF) for True Air Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)True Air Mechanical, Inc.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NICHOLAS PENSION CONSULTANTS | 27-1186851 | RANCHO CORDOVA, CA | CONTRACT ADMIN | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R2E Registered investment company | Mutual Funds | — | — | $744K | 20.4% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R2E Registered investment company | Mutual Funds | — | — | $548K | 15.0% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R2E Registered investment company | Mutual Funds | — | — | $382K | 10.5% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R2E Registered investment company | Mutual Funds | — | — | $360K | 9.8% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R2E Registered investment company | Mutual Funds | — | — | $323K | 8.8% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R2E Registered investment company | Mutual Funds | — | — | $265K | 7.2% | |
| AMERICAN FUNDS NEW ECONOMY R2E Registered investment company | Mutual Funds | — | — | $256K | 7.0% | |
| AMERICAN FUNDS SMALLCAP WORLD R2E Registered investment company | Mutual Funds | — | — | $248K | 6.8% | |
| Notes receivable from participants with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $107K | 2.9% | |
| AMERICAN FUNDS INCOME FUND OF AMER R2E Registered investment company | Mutual Funds | — | — | $74K | 2.0% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R2E Registered investment company | Mutual Funds | — | — | $70K | 1.9% | |
| AMERICAN FUNDS GLOBAL INSIGHT R2E Registered investment company | Mutual Funds | — | — | $66K | 1.8% | |
| AMERICAN FUNDS AMCAP R2E Registered investment company | Mutual Funds | — | — | $54K | 1.5% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R2E Registered investment company | Mutual Funds | — | — | $49K | 1.3% | |
| AMERICAN FUNDS 2060 TARGET DATE RET R2E Registered investment company | Mutual Funds | — | — | $44K | 1.2% | |
| AMERICAN FUNDS INVMT CO OF AMER R2E Registered investment company | Mutual Funds | — | — | $42K | 1.1% | |
| AMERICAN FUNDS US GOVT MONEY MARKET R2E Registered investment company | Mutual Funds | — | — | $39K | 1.1% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R2E Registered investment company | Mutual Funds | — | — | $13K | 0.3% | |
| AMERICAN FUNDS BOND FUND OF AMER R2E Registered investment company | Mutual Funds | — | — | $8K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R2E Registered investment company | Mutual Funds | — | — | $5K | 0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INVS R2E Registered investment company | Mutual Funds | — | — | $4K | 0.1% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R2E Registered investment company | Mutual Funds | — | — | $3K | <0.1% | |
| AMERICAN FUNDS AMERICAN MUTUAL R2E Registered investment company | Mutual Funds | — | — | $2K | <0.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R2E Registered investment company | Mutual Funds | — | — | $2K | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R2E Registered investment company | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
