Elizabeth Perusse signed Techmer PM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Techmer PM, LLC's EIN is 31-1566487.
Download the official 2024 Form 5500 (PDF) for Techmer PM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Techmer PM, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GRAYSTONE | 36-3145972 | — | SERVICE PROVIDER | $68K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nyli Winslow Nyli Winslow Large Cap Growth | Other securities | — | — | $17.4M | 25.2% | |
| The Lincoln National Life Insurance Company Stable Value Account | Stable Value | — | — | $10.8M | 15.6% | |
| Vanguard Total Stock Market Index Institutional Shares | Common Collective Trusts | — | — | $7.7M | 11.1% | |
| American Funds American Funds New Perspective Class R6 | Mutual Funds | — | — | $3.5M | 5.0% | |
| Dodge and Cox Dodge & Cox Balanced | Mutual Funds | — | — | $3.4M | 4.9% | |
| Vanguard Target Retirement 2030 Investor Shares | Mutual Funds | — | — | $3.1M | 4.5% | |
| Vanguard Target Retirement 2035 Investor Shares | Mutual Funds | — | — | $2.9M | 4.3% | |
| JP Morgan JP Morgan Equity Income Class R4 | Other securities | — | — | $2.4M | 3.5% | |
| Vanguard Mid Cap Index Admiral Shares | Mutual Funds | — | — | $2.3M | 3.4% | |
| Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | — | $2.2M | 3.2% | |
| Vanguard Target Retirment 2050 Investor Shares | Mutual Funds | — | — | $2.1M | 3.1% | |
| Vanguard Target Retirment 2040 Investor Shares | Mutual Funds | — | — | $1.7M | 2.5% | |
| Janus Henderson Janus Henderson Enterprise CF Class MS | Mutual Funds | — | — | $1.4M | 2.0% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $1.2M | 1.8% | |
| American Funds American Funds Europacific Growth Class R6 | Mutual Funds | — | — | $1.2M | 1.7% | |
| Vanguard Target Retirement 2055 Investor Shares | Mutual Funds | — | — | $696K | 1.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $667K | 1.0% | |
| Vanguard Target Retirement 2025 Investor Shares | Mutual Funds | — | — | $655K | 0.9% | |
| Allspring Core Bonds | Other securities | — | — | $647K | 0.9% | |
| Brandywineglobal High Yeild | Other securities | — | — | $562K | 0.8% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Class R6 | Other securities | — | — | $553K | 0.8% | |
| Vanguard Target Retirement 2060 Investor Shares | Mutual Funds | — | — | $422K | 0.6% | |
| Vanguard Target Retirement 2020 Investor Shares | Mutual Funds | — | — | $410K | 0.6% | |
| MFS Mid Cap Value Class R3 | Mutual Funds | — | — | $307K | 0.4% | |
| Nationwide Geneva Nationwide Geneva Samll Cap Growth Institutional Service Class | Other securities | — | — | $218K | 0.3% | |
| Vanguard Target Retirment Income Investor Shares | Mutual Funds | — | — | $193K | 0.3% | |
| Invesco Developing markets | Mutual Funds | — | — | $168K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation Protected Securitites Institutional Class | Mutual Funds | — | — | $149K | 0.2% | |
| Vanguard Target Retirement 2065 Investor Shares | Mutual Funds | — | — | $148K | 0.2% | |
| BNY Mellon BNY Mellon Global Fixed Income Class I | Other securities | — | — | $60K | <0.1% | |
| Vanguard Targer Retirement 2070 | Mutual Funds | — | — | $32K | <0.1% | |
| Fidelity International Index | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
