JEFF Bovitz signed J-BERD Mechanical Contractors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J-BERD Mechanical Contractors, Inc.'s EIN is 41-1716695.
Download the official 2024 Form 5500 (PDF) for J-BERD Mechanical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J-BERD Mechanical Contractors, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $121K | — |
| ASCENSUS HOLDINGS INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2055 R1 AST WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $25.7M | 29.5% | |
| FLEXPATH INDEX MODERATE 2045 R1 AST WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $25.0M | 28.7% | |
| FLEXPATH INDEX MODERATE 2065 R1 AST WILMINGTON TRUST · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $8.5M | 9.7% | |
| FLEXPATH INDEX MODERATE 2035 R1 AST WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $7.2M | 8.3% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 AST WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $3.7M | 4.3% | |
| Fidelity 500 index | Common Collective Trusts | — | — | $3.0M | 3.4% | |
| FLEXPATH INDEX MODERATE RETIRE R1 AST WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.2M | 2.5% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 AST WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $2.1M | 2.4% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.4% | |
| Various maturities through June 2047 - | Other securities | — | — | $1.3M | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $985K | 1.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $933K | 1.1% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 AST WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $485K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $467K | 0.5% | |
| Fidelity International Index | Mutual Funds | — | — | $408K | 0.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $392K | 0.4% | |
| Group annuity contract * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $356K | 0.4% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 AST WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $325K | 0.4% | |
| Dimensional Fund Advisors DFA Emerging Markets I | Mutual Funds | — | — | $320K | 0.4% | |
| Hartford Intl Opportunities R5 | Other securities | — | — | $276K | 0.3% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $269K | 0.3% | |
| Voya Intermediate Bond I | Other securities | — | — | $223K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 AST WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $200K | 0.2% | |
| SMALL CAP GROWTH FUND CLASS R1 AST WILMINGTON TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $187K | 0.2% | |
| Victory Capital Victory Trivalent International SM-CP I | Other securities | — | — | $158K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 AST WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $138K | 0.2% | |
| Registered investment companies Cohen & Steers Cohen & Steers Real Estate Securities | Other securities | — | — | $59K | <0.1% | |
| FLEXPATH INDEX AGG 2065 FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $49K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 AST WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $43K | <0.1% | |
| PGIM High-Yield R6 | Other securities | — | — | $16K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2065 R1 GREAT GRAY · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $16K | <0.1% | |
| PIMCO Int Bond (USD - Hedged) Inst | U.S. Treasuries | — | — | $6K | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 AST WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 AST WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE AST WILMINGTON TRUST · EIN 47-2264760 / PN 212 | 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.
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $38K | — |
| WEALTH ADVISORY SERVICES LL | — | JOLIET, IL | INVESTMENT ADVISOR | $12K | — |
| CREATIVE PLANNING HOLDCO LLC | — | OVERLAND PARKS, KS | INVESTMENT ADVISOR | $5K | — |
