Tammye Brown signed Airco Mechanical, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Airco Mechanical, Ltd.'s EIN is 33-1054366.
Download the official 2024 Form 5500 (PDF) for Airco Mechanical, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Airco Mechanical, Ltd.'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 |
|---|---|---|---|---|---|
| TCG GROUP HOLDINGS, LLP | 20-0529591 | — | NONE | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Inst Mutual funds | Mutual Funds | — | — | $3.9M | 14.2% | |
| Nuveen Lifecycle Index 2045 Inst Mutual funds | Mutual Funds | — | — | $3.5M | 12.8% | |
| Nuveen Lifecycle Index 2040 Inst Mutual funds | Mutual Funds | — | — | $3.4M | 12.2% | |
| Nuveen Lifecycle Index 2030 Inst Mutual funds | Mutual Funds | — | — | $2.7M | 9.8% | |
| Nuveen Lifecycle Index 2025 Inst Mutual funds | Mutual Funds | — | — | $2.5M | 9.0% | |
| Nuveen Lifecycle Index 2060 Inst Mutual funds | Mutual Funds | — | — | $2.2M | 8.0% | |
| Nuveen Lifecycle Index 2050 Inst Mutual funds | Mutual Funds | — | — | $2.2M | 7.8% | |
| Nuveen Lifecycle Index 2055 Inst Mutual funds | Mutual Funds | — | — | $1.6M | 5.8% | |
| Vanguard 500 Index F Mutual funds | Common Collective Trusts | — | — | $1.0M | 3.7% | |
| With varying maturity dates through October 2029 and interest rates ranging * Notes receivable from participants from 5.25% - 10.50% | Bonds / Notes | — | — | $963K | 3.5% | |
| DFA US Core Eqty 1 Port Instl Mutual funds | Mutual Funds | — | — | $576K | 2.1% | |
| Vanguard Mid Cap Indes Fund Admiral Mutual funds | Mutual Funds | — | — | $529K | 1.9% | |
| Victory Incore Fund for Incom CL I Mutual funds ** 348 * Schwab Bank Savings Interest-bearing cash | Mutual Funds | — | — | $415K | 1.5% | |
| Vanguard Small Cap I Mutual funds | Mutual Funds | — | — | $346K | 1.2% | |
| Nuveen Lifecycle Index 2015 Inst Mutual funds ** 294 Nuveen Lifecycle Index 2020 Inst Mutual funds | Mutual Funds | — | — | $324K | 1.2% | |
| Lord Abbett Short Dur Income CL R6 Mutual funds | Mutual Funds | — | — | $177K | 0.6% | |
| Blackrock Total Return FD CL K Mutual funds | Other securities | — | — | $95K | 0.3% | |
| DFA Global Real Estate Sec Port Inst Mutual funds | Mutual Funds | — | — | $93K | 0.3% | |
| Vanguard Developed Mkts Index Adm Mutual funds | Mutual Funds | — | — | $81K | 0.3% | |
| Vanguard Life Strategy Growth Fd I Mutual funds | Mutual Funds | — | — | $70K | 0.3% | |
| Templeton Global Bond Fund CL R6 Mutual funds ** 43 Nuveen Lifecycle Ind Ret Inc Inst Mutual funds | Mutual Funds | — | — | $65K | 0.2% | |
| DFA Intl Small Co Port Instl Mutual funds | Mutual Funds | — | — | $42K | 0.2% | |
| Blackrock Emerging Mkts Fd Cl I Mutual funds | Other securities | — | — | $32K | 0.1% | |
| Vanguard Life Strategy Income Fd I Mutual funds | Mutual Funds | — | — | $31K | 0.1% | |
| DFA Inflation Protect Sec Port Instl Mutual funds | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard Life Strat Mod Growth Fund I Mutual funds | Mutual Funds | — | — | $18K | <0.1% | |
| Vanguard Lifestrat Consrv Growth Fd I Mutual funds | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
