Ashley BAEZ signed Mechanical Systems & Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mechanical Systems & Services' EIN is 56-1973119.
Download the official 2024 Form 5500 (PDF) for Mechanical Systems & Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mechanical Systems & Services' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 61-1495162 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2030 I | Registered Investment Companies | — | — | $5.7M | 16.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.8M | 14.1% | |
| FA FREEDOM 2035 I | Registered Investment Companies | — | — | $3.4M | 10.0% | |
| FA FREEDOM 2040 I | Registered Investment Companies | — | — | $2.7M | 8.0% | |
| FA FREEDOM 2050 I | Registered Investment Companies | — | — | $2.6M | 7.6% | |
| FA FREEDOM 2055 I | Registered Investment Companies | — | — | $1.9M | 5.7% | |
| FA FREEDOM 2045 I | Registered Investment Companies | — | — | $1.8M | 5.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.9% | |
| FA FREEDOM 2025 I | Registered Investment Companies | — | — | $1.3M | 3.8% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $1.0M | 3.1% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $924K | 2.7% | |
| FA FREEDOM 2060 I | Registered Investment Companies | — | — | $872K | 2.6% | |
| ALLSPRING SPECIAL LC VALUE INS | Registered Investment Companies | — | — | $733K | 2.2% | |
| FA FREEDOM 2020 I | Registered Investment Companies | — | — | $629K | 1.9% | |
| GS MID CAP GROWTH INV | Registered Investment Companies | — | — | $530K | 1.6% | |
| JPMORGAN CORE BOND I | Registered Investment Companies | — | — | $388K | 1.1% | |
| FA FREEDOM 2015 I | Registered Investment Companies | — | — | $387K | 1.1% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $315K | 0.9% | |
| NEUBERGER&BERMAN GENESIS TRST | Registered Investment Companies | — | — | $301K | 0.9% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $295K | 0.9% | |
| WASATCH SMALL CAP GROWTH INV | Registered Investment Companies | — | — | $294K | 0.9% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $247K | 0.7% | |
| FID ADV DIV INTL I | Registered Investment Companies | — | — | $166K | 0.5% | |
| T.ROWE PRICE REAL ESTATE - ADV | Registered Investment Companies | — | — | $161K | 0.5% | |
| GOLDMAN SACHS DYNAMIC BOND INS | Registered Investment Companies | — | — | $116K | 0.3% | |
| JPMORGAN EMG MKTS EQTY I | Registered Investment Companies | — | — | $109K | 0.3% | |
| FA FREEDOM INCOME I | Registered Investment Companies | — | — | $15K | <0.1% | |
| FA FREEDOM 2010 I | Registered Investment Companies | — | — | $3K | <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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $69K |
| — |
