Scott Raymond signed SPC Mechanical Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPC Mechanical Corporation's EIN is 56-0999897.
Download the official 2024 Form 5500 (PDF) for SPC Mechanical Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPC Mechanical Corporation'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 |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE CO. | 13-5570651 | — | RECORDKEEPER | $74K | — |
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 | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $12.2M | 89.3% | |
| AMERICAN FUNDS GROWTH FUND OF AMER | Mutual Funds | — | — | $1.3M | 9.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Other securities | — | — | $1.2M | 9.1% | |
| GUARANTEED INTEREST OPTION | Other securities | — | — | $1.2M | 8.8% | |
| VANGUARD TARGET RETIREMENT INCOME I | Mutual Funds | — | — | $1.1M | 7.8% | |
| VANGUARD TARGET RETIREMENT 2045 INV | Mutual Funds | — | — | $983K | 7.2% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $981K | 7.2% | |
| VANGUARD TARGET RETIREMENT 2035 INV | Mutual Funds | — | — | $901K | 6.6% | |
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $729K | 5.3% | |
| VANGUARD TARGET RETIREMENT 2040 INV | Mutual Funds | — | — | $542K | 4.0% | |
| VANGUARD TARGET RETIREMENT 2060 INV | Mutual Funds | — | — | $452K | 3.3% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $449K | 3.3% | |
| VANGUARD TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $402K | 2.9% | |
| DFA US TARGETED VALUE I | Mutual Funds | — | — | $398K | 2.9% | |
| JANUS HENDERSON TRITON N | Mutual Funds | — | — | $391K | 2.9% | |
| VANGUARD TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $372K | 2.7% | |
| VANGUARD TARGET RETIREMENT 2050 INV | Mutual Funds | — | — | $342K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2030 INV | Mutual Funds | — | — | $327K | 2.4% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $278K | 2.0% | |
| MFS TOTAL RETURN R6 | Mutual Funds | — | — | $239K | 1.7% | |
| PARTICIPANT LOANS | Participant loans | — | — | $230K | 1.7% | |
| VANGUARD VIF TOTAL BOND MKT IDX | Common Collective Trusts | — | — | $215K | 1.6% | |
| VANGUARD MID CAP INDEX ADM | Mutual Funds | — | — | $207K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2065 INV | Mutual Funds | — | — | $163K | 1.2% | |
| VANGUARD VIF HIGH YIELD BOND | Mutual Funds | — | — | $118K | 0.9% | |
| DFA REAL ESTATE SECURITIES I | Mutual Funds | — | — | $72K | 0.5% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM | Mutual Funds | — | — | $22K | 0.2% | |
| DFA INVESTMENT GRADE I | Mutual Funds | — | — | $21K | 0.2% | |
| EQ / MONEY MARKET | Cash / Money Market | — | — | $13K | <0.1% | |
| PIB EQ/BALANCED STRATEGY PORTFOLIO | Other securities | — | — | $9K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 INV | Mutual Funds | — | — | $4K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2020 INV | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
