JEFF Jackson signed H & M Mechanical Constructors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H & M Mechanical Constructors, Inc.'s EIN is 76-0670696.
Download the official 2024 Form 5500 (PDF) for H & M Mechanical Constructors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H & M Mechanical Constructors, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS,LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.7M | 98.2% | |
| JP Morgan Large Cap Growth Fund R6 ** 970353 MFS Growth Fund | Mutual Funds | — | — | $2.6M | 16.3% | |
| Vanguard Total Stock Market Index Fund - Admiral | Common Collective Trusts | — | — | $2.4M | 15.3% | |
| Voya Retirement Insurance and Annuity Company Fixed Account (4062) | Common Stocks | — | — | $1.2M | 7.4% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $980K | 6.1% | |
| Vanguard Small-Cap Index Fund - Admiral | Common Collective Trusts | — | — | $788K | 4.9% | |
| and Annuity Company Voya Index Solution 2040 Portfolio | Common Stocks | — | — | $692K | 4.3% | |
| Vanguard Total International Stock Index Fund - Admiral | Common Collective Trusts | — | — | $635K | 4.0% | |
| Vanguard Mid-Cap Index Fund - Admiral | Common Collective Trusts | — | — | $546K | 3.4% | |
| Vanguard LifeStrategy Moderate Growth Fund - Investor | Mutual Funds | — | — | $431K | 2.7% | |
| Voya Index Solution 2045 Portfolio | Other securities | — | — | $429K | 2.7% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $406K | 2.5% | |
| Voya Index Solution 2050 Portfolio | Other securities | — | — | $331K | 2.1% | |
| Voya Index Solution 2055 Portfolio | Other securities | — | — | $326K | 2.0% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $326K | 2.0% | |
| Participant Loans 5.25% - 10.50% 0 | Bonds / Notes | — | — | $286K | 1.8% | |
| Vanguard LifeStrategy Growth Fund - Investor | Mutual Funds | — | — | $273K | 1.7% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $265K | 1.7% | |
| DFA International Value Portfolio Institutional Class | Mutual Funds | — | — | $254K | 1.6% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | Other securities | — | — | $253K | 1.6% | |
| Voya Retirement Insurance Voya Index Solution 2035 Portfolio | Other securities | — | — | $228K | 1.4% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $227K | 1.4% | |
| Vanguard Emerging Markets Stock Index Fund - Admiral | Common Collective Trusts | — | — | $162K | 1.0% | |
| Vanguard LifeStrategy Moderate Income Fund - Investor | Mutual Funds | — | — | $159K | 1.0% | |
| Voya Index Solution 2060 Portfolio | Other securities | — | — | $139K | 0.9% | |
| Vanguard LifeStrategy Conservative Growth Fund - Investor | Mutual Funds | — | — | $127K | 0.8% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $98K | 0.6% | |
| Prudential High Yield Fund - Q | Other securities | — | — | $87K | 0.5% | |
| Voya Retirement Insurance and Annuity Company AB Global Bond Fund Class Z | Common Stocks | — | — | $83K | 0.5% | |
| Voya Index Solution Income Portfolio | Other securities | — | — | $80K | 0.5% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $78K | 0.5% | |
| Voya Index Solution 2065 Portfolio | Other securities | — | — | $35K | 0.2% | |
| Franklin Small Cap Value Fund R6 | Mutual Funds | — | — | $28K | 0.2% | |
| Voya Index Solution 2030 Portfolio | Other securities | — | — | $18K | 0.1% | |
| Voya Index Solution 2025 Portfolio | Other securities | — | — | $8K | <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 |
|---|---|---|---|---|---|
| OSAIC WEALTH,INC. | 93-0987232 | — | BROKER/DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 86-2963468 | — | THIRD PARTY ADMINISTRATO | $0 | — |
