Morgan Lewis signed LIN R. Rogers Electrical Contractors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LIN R. Rogers Electrical Contractors, Inc.'s EIN is 58-1539550.
Download the official 2024 Form 5500 (PDF) for LIN R. Rogers Electrical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LIN R. Rogers Electrical Contractors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $8.2M | 15.0% | |
| American Funds Growth Fund of America Class R-6 | Mutual Funds | — | — | $4.3M | 7.9% | |
| MFS Value Fund Class R-6 | Mutual Funds | — | — | $4.0M | 7.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.3M | 6.0% | |
| Empower Annuity Insurance Company ofKey Guaranteed Portfolio Fund | Common Stocks | — | — | $3.1M | 5.6% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $3.0M | 5.5% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $2.7M | 4.9% | |
| Vanguard International Value Fund Investor Shares | Mutual Funds | — | — | $2.6M | 4.8% | |
| iShares MSCI EAFE International Index Fund Class K | Common Collective Trusts | — | — | $2.5M | 4.6% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $2.5M | 4.5% | |
| Hartford Core Equity Fund Class R-6 | Other securities | — | — | $2.1M | 3.8% | |
| PGIM Global Total Return Fund Class R-6 | Other securities | — | — | $1.8M | 3.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.8M | 3.2% | |
| Allspring Special Mid Cap Value Fund Class R-6 | Other securities | — | — | $1.7M | 3.2% | |
| Goldman Sachs Small/Mid Cap Growth Fund Institutional Class | Other securities | — | — | $1.7M | 3.1% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $1.5M | 2.8% | |
| Invesco Oppenheimer International Growth Fund Class R-6 | Mutual Funds | — | — | $1.2M | 2.2% | |
| Franklin Small Cap Value Fund Class R-6 | Mutual Funds | — | — | $1.2M | 2.2% | |
| VanEck CM Commodity Index Fund Class I | Common Collective Trusts | — | — | $1.2M | 2.1% | |
| American Funds Europacific Growth Fund Class R-6 | Mutual Funds | — | — | $1.2M | 2.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 2.1% | |
| ClearBridge Small Cap Growth Fund Class IS | Other securities | — | — | $1.0M | 1.8% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $900K | 1.6% | |
| PGIM Global Real Estate Fund Class R-6 | Other securities | — | — | $268K | 0.5% | |
| Various Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $120K | 0.2% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $83K | 0.2% | |
| AllianceBernstein Global Bond Fund Class Z | Other securities | — | — | $49K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
