Sam Petty signed Venture Mechanical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Venture Mechanical, Inc.'s EIN is 75-1466233.
Download the official 2024 Form 5500 (PDF) for Venture Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Venture Mechanical, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.6M | 22.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.9M | 11.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.6M | 10.4% | |
| Principal LifeTime Hybrid Income CIT Collective Trust Fund ** 43 * Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $2.4M | 9.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.3M | 9.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.2M | 9.0% | |
| Principal Large Cap S&P 500 Index Inst Fund Mutual Fund | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $929K | 3.8% | |
| Pioneer Fundamental Growth K Fund Mutual Fund | Other securities | — | — | $926K | 3.7% | |
| With varying maturity dates through February 2042 and interest rates * Notes receivable from participants ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $535K | 2.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $482K | 2.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $478K | 1.9% | |
| MFS Intl Diversification R6 Fd Mutual Fund | Mutual Funds | — | — | $447K | 1.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $447K | 1.8% | |
| MFS Value R6 Fund Mutual Fund | Mutual Funds | — | — | $267K | 1.1% | |
| American Century Mid-Cap Val R6 Fund Mutual Fund | Other securities | — | — | $231K | 0.9% | |
| Fuller & Thaler Behavioral Small-Cap Equity R6 Fund Mutual Fund | Other securities | — | — | $201K | 0.8% | |
| Carillon Eagle MidCaGwth R6 Fd Mutual Fund | Other securities | — | — | $188K | 0.8% | |
| AB Global Bond Z Fund Mutual Fund | Other securities | — | — | $144K | 0.6% | |
| BlackRock High Yield Bond K Fund Mutual Fund | Other securities | — | — | $126K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $115K | 0.5% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $24K | <0.1% | |
| Loomis Sayles Investment Grade Bond N Fund Mutual Fund | Other securities | — | — | $18K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $304 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $43 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401 (K) ASSOCIATES | 20-1181458 | — | OTHER SERVICES | $0 | — |
