Maria Coronado signed Comfort Systems USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Comfort Systems USA, Inc.'s EIN is 76-0526487.
Download the official 2024 Form 5500 (PDF) for Comfort Systems USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Comfort Systems USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $612K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | GREENWOOD VILLAGE, CO | NONE | $80 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL | — | SAN DIEGO CA, CA | INVESTMENT ADVISOR | $18K | — |
| ONE DIGITAL TOPCO LLC DBA | — | DALLAS TX, TX | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELTON & MELTON LLP | — | HOUSTON, TX | AUDITOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Large Cap Growth II Fund/AB | Other securities | — | — | $130.9M | 11.7% | |
| LG CAP GRW II (MGD BY ALLIANCEBERNS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $130.9M | 11.7% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $101.6M | 9.1% | |
| Empower Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $91.2M | 8.1% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $81.9M | 7.3% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $77.8M | 6.9% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $72.9M | 6.5% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $65.3M | 5.8% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $58.2M | 5.2% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $55.6M | 5.0% | |
| T. Rowe Price Small-Cap Stock Fund | Other securities | — | — | $49.4M | 4.4% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $43.8M | 3.9% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $41.2M | 3.7% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $40.5M | 3.6% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $38.5M | 3.4% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $25.7M | 2.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $19.5M | 1.7% | |
| Participant Loans 3.25% - 10.5% 0 | Bonds / Notes | — | — | $19.1M | 1.7% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $18.5M | 1.6% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $18.4M | 1.6% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $15.3M | 1.4% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $14.6M | 1.3% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.0% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $9.4M | 0.8% | |
| Vanguard Target Retirement 2070 Trust II | Mutual Funds | — | — | $2.7M | 0.2% | |
| VAN TGT RETIRE 2070 TRUST II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.2% | |
| Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.1M | 0.2% | |
| Empower Annuity Insurance Company of America Guranteed Interest Fund | Common Stocks | — | — | $1.3M | 0.1% | |
| FIDELITY ADVISOR STABLE VALUE PORT FIDELITY ADVISOR · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $499K | <0.1% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $243K | <0.1% | |
| Fixed Account - Series Class I | Other securities | — | — | $152K | <0.1% |
