Lowell Ferguson signed Advanced Refrigeration & Air, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Refrigeration & Air, Inc.'s EIN is 59-2726935.
Download the official 2024 Form 5500 (PDF) for Advanced Refrigeration & Air, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Refrigeration & Air, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors | Mutual Funds | — | — | $2.2M | 20.7% | |
| Avantis | Other securities | — | — | $1.7M | 15.8% | |
| Avantis | Other securities | — | — | $968K | 9.2% | |
| BlackRock | Other securities | — | — | $896K | 8.5% | |
| Vanguard | Mutual Funds | — | — | $886K | 8.4% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $711K | 6.8% | |
| Avantis | Other securities | — | — | $554K | 5.3% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $516K | 4.9% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $512K | 4.9% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $344K | 3.3% | |
| Vanguard | Mutual Funds | — | — | $267K | 2.5% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $251K | 2.4% | |
| Notes receivable from participants | Other securities | — | — | $233K | 2.2% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $206K | 2.0% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $188K | 1.8% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $82K | 0.8% | |
| Great-West Financial | Other securities | — | — | $30K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $27K | 0.3% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $8K | <0.1% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
