Karen Bryant signed Christianson Air Conditioning's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Christianson Air Conditioning's EIN is 76-0577626.
Download the official 2024 Form 5500 (PDF) for Christianson Air Conditioning from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Christianson Air Conditioning'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL MANAGEMENT PROFESSIONALS | 74-2467408 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $4.0M | 16.6% | |
| SCHWAB FMTL US LG CO INDEX | Registered Investment Companies | — | — | $3.2M | 13.3% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $2.9M | 12.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.5M | 10.5% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $2.5M | 10.1% | |
| INVESCO GOVT MONEY MKT - A | Registered Investment Companies | — | — | $1.7M | 7.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $1.4M | 5.6% | |
| SCHWAB FUND US SM CO IDX | Registered Investment Companies | — | — | $1.3M | 5.3% | |
| LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $806K | 3.3% | |
| GOLDMANSACHS AB RET TRCKER R6 | Registered Investment Companies | — | — | $482K | 2.0% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $466K | 1.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $320K | 1.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $275K | 1.1% | |
| VAN TARGET RETIRE 2020 51 REGISTERED INVESTMENT COMPANY VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $271K | 1.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $241K | 1.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $221K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $205K | 0.8% | |
| PRINCIPAL DIV REAL ASSET R6 | Registered Investment Companies | — | — | $201K | 0.8% | |
| PRINCIPAL HIGH INCOME INST | Registered Investment Companies | — | — | $187K | 0.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $171K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $150K | 0.6% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $145K | 0.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $141K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $134K | 0.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $17K | <0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $7K | <0.1% | |
| BAIRD SHORT TERM BOND INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| COLUMBIA AD RISK ALL I3 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $33K |
| — |
