Masters Electrical 401(k) Plan's EIN is 74-2618930.
Download the official 2023 Form 5500 (PDF) for Masters Electrical 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Masters Electrical 401(k) Plan'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $8K | — |
| DAVID K. YOUNG CONSULTING, LLC | 20-1307632 | — | RECORDKEEPER | $6K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $1.5M | 97.2% | |
| TRANS LIFEGOAL 2025 BLACKROCK RETOP TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $1.0M | 66.7% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $118K | 7.5% | |
| MFS VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $51K | 3.3% | |
| JPMORGAN LARG CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $51K | 3.2% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $48K | 3.0% | |
| [Assets held in participant loans] | Other | — | — | $25K | 1.6% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $25K | 1.6% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INSIRANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $25K | 1.6% | |
| MFS INTL DIVERSIFICATION TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $22K | 1.4% | |
| FIDELITY ADVISOR EMERGING MARKETS R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $19K | 1.2% | |
| MFS INTERNATIONAL INTRINSIC VALUE R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $18K | 1.1% | |
| VANGUARD SMALL CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $18K | 1.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $17K | 1.1% | |
| STATE STREET S&P MID CAP INDEX RETO TRAMSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $17K | 1.1% | |
| AB SMALL CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $14K | 0.9% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $14K | 0.9% | |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $14K | 0.9% | |
| ALL SPRINGS SPECIAL MID CAP VALUE R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $13K | 0.8% | |
| FRANKLIN SMALL CAP VALUE R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $13K | 0.8% | |
| AB GLOBAL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $9K | 0.6% | |
| STATE STREET US BOND INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $8K | 0.5% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $8K | 0.5% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $8K | 0.5% | |
| PIONEER BOND RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $8K | 0.5% | |
| PIMCO INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $6K | 0.4% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $404 | <0.1% |
| 26-4311657 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $670 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SELLECK ACCOUNTING & FINANCE PLLC | 85-1204532 | — | AUDIT | $9K | — |
