Carroll Lavalleur signed VOSS Electric Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VOSS Electric Company's EIN is 47-0582038.
Download the official 2023 Form 5500 (PDF) for VOSS Electric Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)VOSS Electric Company's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $45K | — |
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 TRGT DATE 2035 R4 | Mutual Funds | — | — | $1.7M | 11.6% | |
| Fidelity Advisors Technology A | Mutual Funds | — | — | $1.7M | 11.5% | |
| American Funds TRGT DATE 2025 R4 | Mutual Funds | — | — | $1.6M | 11.1% | |
| American Funds TRGT DATE 2030 R4 | Mutual Funds | — | — | $1.2M | 8.5% | |
| American Funds TRGT DATE 2050 R4 | Mutual Funds | — | — | $1.1M | 7.9% | |
| American Funds TRGT DATE 2045 R4 | Mutual Funds | — | — | $1.1M | 7.3% | |
| 500 INDEX Fidelity Advisors | Common Collective Trusts | — | — | $894K | 6.2% | |
| American Funds TRGT DATE 2055 R4 | Mutual Funds | — | — | $584K | 4.0% | |
| MFS Mid Cap Growth R4 | Mutual Funds | — | — | $537K | 3.7% | |
| American Funds TRGT DATE 2040 R4 | Mutual Funds | — | — | $496K | 3.4% | |
| Invesco Global Y | Mutual Funds | — | — | $488K | 3.4% | |
| Fidelity Advisors New Insights I | Mutual Funds | — | — | $482K | 3.3% | |
| MFS Mid Cap Value R4 | Mutual Funds | — | — | $370K | 2.6% | |
| STKSEL LGCP Val I Fidelity Advisors | Mutual Funds | — | — | $317K | 2.2% | |
| American Funds TRGT DATE 2060 R4 | Mutual Funds | — | — | $274K | 1.9% | |
| PIMCO STABLE INC 3 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $231K | 1.6% | |
| American Funds TRGT DATE 2020 R4 | Mutual Funds | — | — | $132K | 0.9% | |
| Credit Suisse Commodity Ret Strat Instl | Other securities | — | — | $126K | 0.9% | |
| INTL INDEX Fidelity Advisors | Mutual Funds | — | — | $122K | 0.8% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $121K | 0.8% | |
| Cohen & Steers Global Realty Z | Other securities | — | — | $101K | 0.7% | |
| Strat Income I Fidelity Advisors | Mutual Funds | — | — | $92K | 0.6% | |
| SM CAP IDX Fidelity Advisors | Common Collective Trusts | — | — | $77K | 0.5% | |
| American Funds TRGT DATE 2010 R4 | Mutual Funds | — | — | $76K | 0.5% | |
| American Funds TRGT DATE 2015 R4 | Mutual Funds | — | — | $56K | 0.4% | |
| Fidelity Advisors Mid Cap III | Mutual Funds | — | — | $51K | 0.4% | |
| Fidelity Advisors ST TR BD IDX | Common Collective Trusts | — | — | $47K | 0.3% | |
| Fidelity Advisors * Fidelity Advisors High Income I | Mutual Funds | — | — | $44K | 0.3% | |
| Prudential Jennison Natural Resources Z | Other securities | — | — | $36K | 0.3% | |
| Gov Income INST | Other securities | — | — | $18K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
