Kaitlin Schembari signed Bryant Heating & Cooling, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bryant Heating & Cooling, Inc.'s EIN is 43-2065695.
Download the official 2024 Form 5500 (PDF) for Bryant Heating & Cooling, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bryant Heating & Cooling, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON WEALTH MANAGEMENT LLC | — | NEW ALBANY, IN | INVESTMENT ADVISOR | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Fund R6 82,703 Shares | Mutual Funds | — | — | $1.8M | 22.8% | |
| American Funds 2035 Target Date Fund R6 64,138 Shares | Mutual Funds | — | — | $1.2M | 15.9% | |
| American Funds 2050 Target Date Fund R6 53,937 Shares | Mutual Funds | — | — | $1.1M | 14.7% | |
| American Funds 2025 Target Date Fund R6 70,417 Shares | Mutual Funds | — | — | $1.1M | 13.9% | |
| American Funds 2030 Target Date Fund R6 48,832 Shares | Mutual Funds | — | — | $844K | 11.0% | |
| American Funds 2055 Target Date Fund R6 19,916 Shares | Mutual Funds | — | — | $526K | 6.8% | |
| American Funds 2040 Target Date Fund R6 15,237 Shares | Mutual Funds | — | — | $313K | 4.1% | |
| s * American Funds 2020 Target Date Fund R6 14,382 Shares | Mutual Funds | — | — | $194K | 2.5% | |
| American Funds 2060 Target Date Fund R6 7,363 Shares | Mutual Funds | — | — | $132K | 1.7% | |
| Vanguard 500 Index Fund - Admiral 232 Shares | Common Collective Trusts | — | — | $126K | 1.6% | |
| American Funds 2065 Target Date Fund R6 6,007 Shares | Mutual Funds | — | — | $105K | 1.4% | |
| American Funds Investment Co of America R6 1,695 Shares | Mutual Funds | — | — | $98K | 1.3% | |
| MFS Massachusetts Investors TR R6 1,978 Shares | Mutual Funds | — | — | $67K | 0.9% | |
| American Funds Growth Fund of America R6 811 Shares | Mutual Funds | — | — | $60K | 0.8% | |
| American Funds American Balanced R6 966 Shares | Mutual Funds | — | — | $33K | 0.4% | |
| American Funds US Government Money Market R6 7,085 Shares | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds Capital Income Builder R6 95 Shares | Mutual Funds | — | — | $7K | <0.1% | |
| Janus Henderson Global Research I 20 Shares | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Vanguard Mid Cap Index Admiral 7 Shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
