Lee Sweigart signed Techniks Holding, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Techniks Holding, LLC's EIN is 47-5060167.
Download the official 2023 Form 5500 (PDF) for Techniks Holding, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Techniks Holding, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
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 American Funds 2030 Target Date Retirement Fund N/A | Mutual Funds | — | — | $2.2M | 24.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund N/A | Mutual Funds | — | — | $1.6M | 17.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 13.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $894K | 10.0% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $726K | 8.1% | |
| American Funds American Funds 2025 Target Date Retirement Fund N/A | Mutual Funds | — | — | $486K | 5.4% | |
| T. Rowe T. Row Price Blue Chip Growth Fund N/A | Other securities | — | — | $463K | 5.2% | |
| American Funds American Funds 2055 Target Date Retirement Fund N/A | Mutual Funds | — | — | $266K | 3.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $252K | 2.8% | |
| Fidelity Small Cap Index Fund N/A | Common Collective Trusts | — | — | $233K | 2.6% | |
| maturing in 2024 to December 2028 N/A | Other securities | — | — | $165K | 1.8% | |
| Fidelity Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $89K | 1.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $79K | 0.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $75K | 0.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $67K | 0.8% | |
| Goldman Sachs Goldman Sachs Small Cap Value Insights N/A | Other securities | — | — | $49K | 0.6% | |
| Columbia Dividend Income Fund Institutional Class I3 N/A | Other securities | — | — | $39K | 0.4% | |
| Fidelity International Index Fund N/A | Common Collective Trusts | — | — | $31K | 0.4% | |
| MFS International Diversification Fund Class R6 N/A | Mutual Funds | — | — | $16K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $14K | 0.2% | |
| Delaware Emerging Markets Fund Class R N/A | Other securities | — | — | $12K | 0.1% | |
| PIMCO Income Fund Institutional Class N/A | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity US Bond Index N/A | Mutual Funds | — | — | $7K | <0.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $7K | <0.1% | |
| American Century American Century Mid Cap Value Fund R Class N/A | Other securities | — | — | $6K | <0.1% | |
| PIMCO All Asset Fund Institutional Class N/A | Mutual Funds | — | — | $5K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund Class R3 N/A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
