John Ansay signed M & D Mechanical Contractors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M & D Mechanical Contractors, Inc.'s EIN is 63-0719141.
Download the official 2024 Form 5500 (PDF) for M & D Mechanical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M & D Mechanical Contractors, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | — | VANCOUVER, WA | INVESTMENT ADVISOR | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.3M | 96.6% | |
| FISHER INVESTMENTS ALL WORLD EQUITY SEI TRUST COMPANY · EIN 47-1327741 / PN 000 | Common Collective Trust | — | — | $375K | 4.4% | |
| FISHER INVESTMENTS US FIXED INCOME SEI TRUST COMPANY · EIN 47-1333674 / PN 000 | Common Collective Trust | — | — | $197K | 2.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $10K | — |
