Stacie Rampe signed Sentry Equipment Erectors, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sentry Equipment Erectors, LLC's EIN is 54-1150258.
Download the official 2023 Form 5500 (PDF) for Sentry Equipment Erectors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sentry Equipment Erectors, LLC's plan includes profit-sharing, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURA ESOP FIDUCIARY SERVICES LLC | 82-2898965 | — | FIDUCIARY SER TRUSTEE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES INC | 37-1808847 | — | INVESTMENT AD VISORY PLAN | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $18.2M | 61.1% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.5M | 28.4% | |
| TRANSAMERICA LIFEGOAL(SM) 2025 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $5.2M | 17.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2035 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3.7M | 12.4% | |
| TRANSAMERICA LIFEGOAL(SM) 2030 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $2.9M | 9.7% | |
| TRANSAMERICA LIFEGOAL(SM) 2040 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.1% | |
| TRANSAMERICA LIFEGOAL(SM) RETIREMEN TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2045 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.7% | |
| TRANSAMERICA LIFEGOAL(SM) 2050 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $995K | 3.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2060 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $758K | 2.5% | |
| TRANSAMERICA LIFEGOAL(SM) 2055 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $531K | 1.8% | |
| TRANSAMERICA LIFEGOAL(SM) 2065 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% |
| CHARTWELL FINANCIAL ADVISORY INC | 36-4799908 | — | VALUATION APPR | $26K | — |
| TRANSMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | — | $19K | — |
| PENSION FINANCIAL SERVICES INC | 58-1485803 | — | — | $15K | — |
