Plan Sponsor signed Torgeson Electric Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Torgeson Electric Co., Inc.'s EIN is 48-0891707.
Download the official 2024 Form 5500 (PDF) for Torgeson Electric Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Torgeson Electric Co., 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $6K | — |
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 CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $2.8M | 20.1% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $1.3M | 9.0% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $1.2M | 8.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $1.2M | 8.4% | |
| AMERICAN CENTRY RD HYBRID 2035 CL I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUST · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.1M | 8.3% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $847K | 6.1% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $757K | 5.5% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | — | — | $715K | 5.2% | |
| Fidelity 500 Index Mutual fund - | Common Collective Trusts | — | — | $657K | 4.7% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $519K | 3.7% | |
| Vanguard Equity-Income Adm Mutual fund - | Mutual Funds | — | — | $399K | 2.9% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $324K | 2.3% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $271K | 2.0% | |
| Participant notes receivable Maturities of less than 10 years, secured by participant account balances, with interest rates from 4.25% to 9.50%. - | Bonds / Notes | — | — | $266K | 1.9% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $243K | 1.7% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $233K | 1.7% | |
| Key Guaranteed Portfolio Fund Group fixed deferred annuity contract - | Common Stocks | — | — | $181K | 1.3% | |
| DFA Emerging Markets Core Equity I Mutual fund - | Mutual Funds | — | — | $138K | 1.0% | |
| MFS Intl Diversification R6 Mutual fund - | Mutual Funds | — | — | $119K | 0.9% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $106K | 0.8% | |
| RETIREGUIDE MOD GROWTH AND INC ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $100K | 0.7% | |
| Fidelity Small Cap Index Mutual fund - | Mutual Funds | — | — | $90K | 0.6% | |
| Vanguard High-Yield Corporate Adm Mutual fund - | Mutual Funds | — | — | $85K | 0.6% | |
| PGIM Global Total Return R6 Mutual fund - | Other securities | — | — | $35K | 0.3% | |
| DFA Inflation-Protected Securities I Mutual fund - | Mutual Funds | — | — | $34K | 0.2% | |
| Fidelity International Index Mutual fund - 502 Fidelity Mid Cap Index Mutual fund - | Mutual Funds | — | — | $31K | 0.2% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $28K | 0.2% | |
| DFA Real Estate Securities I Mutual fund - | Mutual Funds | — | — | $28K | 0.2% | |
| Fidelity US Bond Index Mutual fund - | Mutual Funds | — | — | $25K | 0.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $20K | 0.1% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $16K | 0.1% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 000 | Common Collective Trust | — | — | $8K | <0.1% | |
| RETIREGUIDE CONS GROWTH & INC ALTA TRUST · EIN 84-4094462 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| Allspring Special Small Cap Value R6 Mutual fund - $ | Other securities | — | — | $1K | <0.1% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $0 | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | — | EL SEGUNDO, CA | BROKER/ADVISER | $0 | — |
