Steven W. Pennell signed US Conec Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Conec Ltd.'s EIN is 56-1775843.
Download the official 2024 Form 5500 (PDF) for US Conec Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Conec Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | — | CHARLOTTE, NC | NONE | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | Mutual Funds | — | — | $4.8M | 13.8% | |
| JPMorgan Large Growth R6 | Mutual Funds | — | — | $3.1M | 9.1% | |
| T Rowe Price T Rowe Price Retire 2035 I | Mutual Funds | — | — | $2.8M | 8.1% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $2.8M | 8.0% | |
| T Rowe Price T Rowe Price Retire 2045 I | Mutual Funds | — | — | $2.0M | 5.7% | |
| Vanguard Extended Market Index Fund Admiral | Mutual Funds | — | — | $2.0M | 5.7% | |
| T Rowe Price T Rowe Price Retire 2050 I | Mutual Funds | — | — | $1.8M | 5.3% | |
| Blackrock Total Return Institutional | Other securities | — | — | $1.7M | 5.0% | |
| T Rowe Price T Rowe Price Retire 2040 I | Mutual Funds | — | — | $1.4M | 4.0% | |
| T Rowe Price T Rowe Price Retire 2030 I | Mutual Funds | — | — | $1.4M | 4.0% | |
| T Rowe Price T Rowe Price Retire 2060 I | Mutual Funds | — | — | $1.4M | 3.9% | |
| American EuroPacific Growth R6 | Mutual Funds | — | — | $1.3M | 3.8% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $1.1M | 3.2% | |
| * John Hancock John Hancock Disciplined Value MidCap A | Mutual Funds | — | — | $1.0M | 3.0% | |
| Vanguard Total International Index Admiral | Mutual Funds | — | — | $901K | 2.6% | |
| Vanguard Total Bond Market Index Fund | Mutual Funds | — | — | $823K | 2.4% | |
| T Rowe Price T Rowe Price Retire 2025 I | Mutual Funds | — | — | $794K | 2.3% | |
| MFS New Discovery Value R6 | Mutual Funds | — | — | $783K | 2.3% | |
| MFS MIDCAP GROWTH FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | — | — | $778K | 2.3% | |
| * Participant Loans Rates ranging from 4.25% to 9.50% with various maturity dates through 2032 | Pooled Separate Accounts | — | — | $602K | 1.7% | |
| Principal Small Cap Growth Principal Small Cap Growth IR6 | Mutual Funds | — | — | $429K | 1.2% | |
| T Rowe Price T Rowe Price Retire 2055 I | Mutual Funds | — | — | $407K | 1.2% | |
| T Rowe Price T Rowe Price Retire Balanced I | Mutual Funds | — | — | $308K | 0.9% | |
| T Rowe Price T Rowe Price Retire 2020 I | Mutual Funds | — | — | $68K | 0.2% | |
| T Rowe Price T Rowe Price Retire 2065 I | Mutual Funds | — | — | $67K | 0.2% | |
| RELIANCE TRUST COMPANY NYL ANCHOR SERIES I CL · EIN 46-6350416 / PN 001 | 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.
