John Jordan signed Rogers Mechanical Contractors LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rogers Mechanical Contractors LLC's EIN is 58-1978419.
Download the official 2024 Form 5500 (PDF) for Rogers Mechanical Contractors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rogers Mechanical Contractors LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $37K | — |
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 registered investment companies (mutual funds)] | Other | — | — | $14.0M | 65.6% | |
| [Assets held in common collective trust] | Other | — | — | $6.3M | 29.5% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 86-1558824 / PN 664 | Common Collective Trust | — | — | $1.8M | 8.4% | |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 86-1586213 / PN 665 | Common Collective Trust | — | — | $1.5M | 7.0% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 86-1448599 / PN 661 | Common Collective Trust | — | — | $787K | 3.7% | |
| [Assets held in participant loans] | Other | — | — | $776K | 3.6% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 86-1529087 / PN 663 | Common Collective Trust | — | — | $682K | 3.2% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $436K | 2.0% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $322K | 1.5% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $200K | 0.9% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $175K | 0.8% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $113K | 0.5% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $104K | 0.5% | |
| FLEXFIT+CONS RET R1 GREAT GRAY TRUST COMPANY · EIN 86-1613518 / PN 667 | Common Collective Trust | — | — | $60K | 0.3% | |
| FLEXFIT+AGGR RET R1 GREAT GRAY TRUST COMPANY · EIN 86-1242519 / PN 656 | Common Collective Trust | — | — | $57K | 0.3% | |
| FLEXFIT+CONS 2035 R1 GREAT GRAY TRUST COMPANY · EIN 86-1675439 / PN 669 | Common Collective Trust | — | — | $42K | 0.2% | |
| FLEXFIT+CONS 2055 R1 GREAT GRAY TRUST COMPANY · EIN 86-1731591 / PN 671 | Common Collective Trust | — | — | $16K | <0.1% | |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 86-1704064 / PN 670 | Common Collective Trust | — | — | $13K | <0.1% | |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+CONS 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2276829 / PN 329 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2261612 / PN 330 | Common Collective Trust | — | — | $0 | <0.1% |
