Wendi Newton signed The Comfort Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Comfort Group, Inc.'s EIN is 62-0798316.
Download the official 2023 Form 5500 (PDF) for The Comfort Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Comfort Group, 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 |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | BOSTON, MA | CONTRACT ADMIN | $6K | — |
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America - R3 (1) | Mutual Funds | — | — | $1.6M | 19.5% | |
| American Funds Washington Mutual Investors - R3 (1) | Mutual Funds | — | — | $1.0M | 12.6% | |
| American Funds New Perspective - R3 (1) | Mutual Funds | — | — | $939K | 11.7% | |
| American Funds 2035 Target Date - R3 (1) | Mutual Funds | — | — | $675K | 8.4% | |
| American Funds 2030 Target Date - R3 (1) | Mutual Funds | — | — | $582K | 7.3% | |
| American Funds EuroPacific Growth - R3 (1) | Mutual Funds | — | — | $452K | 5.6% | |
| American Funds 2055 Target Date - R3 (1) | Mutual Funds | — | — | $412K | 5.1% | |
| American Funds 2045 Target Date - R3 (1) | Mutual Funds | — | — | $379K | 4.7% | |
| American Funds The Income Fund of America - R3 (1) | Mutual Funds | — | — | $323K | 4.0% | |
| American Funds SmallCap World - R3 (1) | Mutual Funds | — | — | $252K | 3.1% | |
| RELIANCEMETLIFE GAC SERIES 25157 CL RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 000 | Common Collective Trust | — | — | $251K | 3.1% | |
| American Funds 2050 Target Date - R3 (1) | Mutual Funds | — | — | $241K | 3.0% | |
| American Funds 2025 Target Date - R3 (1) | Mutual Funds | — | — | $216K | 2.7% | |
| American Funds 2060 Target Date - R3 (1) | Mutual Funds | — | — | $213K | 2.7% | |
| American Funds 2040 Target Date - R3 (1) | Mutual Funds | — | — | $134K | 1.7% | |
| Participant notes receivable Loans bearing interest at rates ranging from 4.25% to 9.5%, to be repaid through 2029 – | Bonds / Notes | — | — | $85K | 1.1% | |
| American Funds The Bond Fund of America - R3 (1) | Mutual Funds | — | — | $74K | 0.9% | |
| American Funds 2065 Target Date - R3 (1) | Mutual Funds | — | — | $68K | 0.8% | |
| American Funds American Mutual - R3 (1) | Mutual Funds | — | — | $47K | 0.6% | |
| American Funds 2020 Target Date - R3 (1) | Mutual Funds | — | — | $31K | 0.4% | |
| Fidelity Stock Selector Mid Cap M (1) | Mutual Funds | — | — | $27K | 0.3% | |
| MFS Blended Research Small Cap Eq R2 (1) | Mutual Funds | — | — | $10K | 0.1% | |
| PIMCO Income R (1) | Mutual Funds | — | — | $7K | <0.1% | |
| Neuberger Berman Real Estate (1) | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MILWAUKEE, WI |
| INVESTMENT ADVISOR |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COULTER & JUSTUS, PC | — | KNOXVILLE, TN | OTHER | $12K | — |
