GINA Kearns signed Lee Mechanical Contractors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lee Mechanical Contractors, Inc.'s EIN is 43-1367249.
Download the official 2024 Form 5500 (PDF) for Lee Mechanical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lee Mechanical Contractors, 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 | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | $117K | $2.2M | 24.5% | |
| iShares S&P 500 Index Investor A | Common Collective Trusts | — | $3K | $1.9M | 20.7% | |
| iShares MSCI Total International Index Fund | Common Collective Trusts | — | $71K | $693K | 7.7% | |
| American Funds American Mutual A | Mutual Funds | — | $12K | $672K | 7.5% | |
| iShares Russell Mid-Cap Index Inv A | Other securities | — | $44K | $649K | 7.2% | |
| John Hancock Money Markey Fund Class A | Other securities | — | $487K | $487K | 5.4% | |
| iShares US Aggregate Bond Index Inv A | Other securities | — | $53K | $474K | 5.3% | |
| Lord Abbett Developing Growth A 90 Lord Abbett Growth Leaders Fund | Mutual Funds | — | $17K | $379K | 4.2% | |
| American Funds 2050 Target Date Retirement Fund R4 | Mutual Funds | — | $10K | $209K | 2.3% | |
| American Funds 2045 Target Date Retirement Fund R4 | Mutual Funds | — | $9K | $196K | 2.2% | |
| BlackRock High Yield Inv A | Other securities | — | $27K | $192K | 2.1% | |
| iShares Russell 2000 Small-Cap Index Fund | Common Collective Trusts | — | $7K | $176K | 2.0% | |
| American Funds 2055 Target Date Retirement Fund R4 | Mutual Funds | — | $5K | $143K | 1.6% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | $8K | $137K | 1.5% | |
| American Funds 2065 Target Date Retirement Fund R4 | Mutual Funds | — | $7K | $128K | 1.4% | |
| American Funds New Perspective R4 | Mutual Funds | — | $2K | $108K | 1.2% | |
| American Funds 2060 Target Date Retirement Fund R4 | Mutual Funds | — | $4K | $74K | 0.8% | |
| Notes Receivable from Participants, Interest Rates from 4.25% to 9.50% with maturities through 2029* | Bonds / Notes | — | — | $74K | 0.8% | |
| iShares Developed Real Estate Index Instl | Other securities | — | $7K | $53K | 0.6% | |
| MFS International Intrinsic Value R3 | Mutual Funds | — | $1K | $51K | 0.6% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | $1K | $23K | 0.3% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED CAPITAL · EIN 22-2712853 / PN 001 | 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.
