Plan Sponsor signed LDI Mechanical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LDI Mechanical, Inc.'s EIN is 74-2946953.
Download the official 2024 Form 5500 (PDF) for LDI Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LDI Mechanical, 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 | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $573 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan US Equity R6 Fund | Other securities | — | — | $956K | 12.5% | |
| PIMCO RealPath Blend 2025 Fund | Mutual Funds | — | — | $856K | 11.2% | |
| PIMCO RealPath Blend 2045 Fund | Mutual Funds | — | — | $846K | 11.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $578K | 7.5% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $568K | 7.4% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $568K | 7.4% | |
| TIAA-CREF Large Cap Growth Fund | Mutual Funds | — | — | $408K | 5.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $403K | 5.3% | |
| American Funds New Perspective R6 Fund | Mutual Funds | — | — | $367K | 4.8% | |
| PIMCO RealPath Blend 2035 Fund | Mutual Funds | — | — | $264K | 3.4% | |
| Notes Receivable from Interest rates ranging from 4.25% to | Bonds / Notes | — | — | $237K | 3.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $223K | 2.9% | |
| PGIM High Yield Fund R6 Fund | Other securities | — | — | $204K | 2.7% | |
| Empower Investments Fixed account | Other securities | — | — | $201K | 2.6% | |
| PIMCO RealPath Blend 2030 Fund | Mutual Funds | — | — | $174K | 2.3% | |
| PIMCO RealPath Blend 2055 Fund | Mutual Funds | — | — | $171K | 2.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $166K | 2.2% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $114K | 1.5% | |
| TIAA-CREF Large Cap Real Estate Fund | Mutual Funds | — | — | $100K | 1.3% | |
| TIAA-CREF Large Cap Growth Index Fund | Common Collective Trusts | — | — | $75K | 1.0% | |
| PIMCO RealPath Blend 2050 Fund | Mutual Funds | — | — | $61K | 0.8% | |
| PIMCO RealPath Blend 2040 Fund | Mutual Funds | — | — | $43K | 0.6% | |
| PIMCO RealPath Blend 2060 Fund | Mutual Funds | — | — | $40K | 0.5% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $22K | 0.3% | |
| Lord Abbett Bond Debenture R6 Fund | U.S. Treasuries | — | — | $9K | 0.1% | |
| Undiscovered Managers Behaviour Value Fund | Other securities | — | — | $9K | 0.1% | |
| PIMCO RealPath Blend Income Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $33K |
| — |
