Licia Streich signed Total Mechanical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Total Mechanical, Inc.'s EIN is 39-1092230.
Download the official 2024 Form 5500 (PDF) for Total Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Total 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $62K | — |
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 500 Index Admiral | Common Collective Trusts | — | — | $2.3M | 13.3% | |
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $1.7M | 10.0% | |
| MFS Value Fund | Mutual Funds | — | — | $1.3M | 7.3% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $1.1M | 6.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $982K | 5.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $920K | 5.3% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $866K | 5.0% | |
| Metlife GAC Series 25053 CL 0 | Other securities | — | — | $759K | 4.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $756K | 4.3% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $740K | 4.2% | |
| MFS International Growth | Mutual Funds | — | — | $704K | 4.0% | |
| Dodge & Cox International | Mutual Funds | — | — | $647K | 3.7% | |
| Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $513K | 2.9% | |
| Vanguard Index Trust Mid-Cap Index Fund | Common Collective Trusts | — | — | $506K | 2.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $484K | 2.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $399K | 2.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $329K | 1.9% | |
| Vanguard Core Bond Fund ADM | Mutual Funds | — | — | $316K | 1.8% | |
| Vanguard Explorer Admiral Shares | Mutual Funds | — | — | $302K | 1.7% | |
| John Hancock Disciplined Value Mid Cap R4 | Other securities | — | — | $285K | 1.6% | |
| Vanguard Life Strategy Cons Growth Fund | Mutual Funds | — | — | $269K | 1.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $232K | 1.3% | |
| Participant loans | Participant loans | — | — | $167K | 1.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $140K | 0.8% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $140K | 0.8% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $137K | 0.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $131K | 0.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $62K | 0.4% | |
| JPMorgan Global Bond Opportunities | Other securities | — | — | $60K | 0.3% | |
| Cohen & Steers Real Estate Securities | Other securities | — | — | $53K | 0.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1K | <0.1% | |
| METLIFE STABLE VALUE FUND CONTRACT RELIANCE TRUST COMPANY STABLE VALUE FUND METLIFE GAC SERIES 25157 · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
