John Shaddix signed Momentum Exterior Systems, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Momentum Exterior Systems, LLC's EIN is 82-3928515.
Download the official 2022 Form 5500 (PDF) for Momentum Exterior Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Momentum Exterior Systems, LLC'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2050 INSTL (i) | Mutual Funds | — | — | $147K | 19.2% | |
| TIAA-CREF Lifecycle Index 2025 INSTL (i) | Mutual Funds | — | — | $96K | 12.6% | |
| TIAA-CREF Lifecycle Index 2045 INSTL (i) | Mutual Funds | — | — | $93K | 12.2% | |
| TIAA-CREF Lifecycle Index 2020 INSTL (i) | Mutual Funds | — | — | $83K | 10.9% | |
| TIAA-CREF Lifecycle Index 2035 INSTL (i) | Mutual Funds | — | — | $47K | 6.1% | |
| TIAA-CREF Lifecycle Index 2040 INSTL (i) | Mutual Funds | — | — | $46K | 6.0% | |
| Ishares Russell 1000 Large-Cap IDX K (i) | Common Collective Trusts | — | — | $39K | 5.1% | |
| Fidelity MID Cap Index (i) | Mutual Funds | — | — | $27K | 3.5% | |
| Ishares US Aggregate Bond Index K (i) | Other securities | — | — | $27K | 3.5% | |
| Vanguard Small Cap Growth Index Admiral (i) | Mutual Funds | — | — | $26K | 3.5% | |
| TIAA-CREF Large-Cap Value IDX INST (i) | Common Collective Trusts | — | — | $26K | 3.4% | |
| Vanguard Small Cap Value Index Admiral (i) | Mutual Funds | — | — | $21K | 2.8% | |
| TIAA-CREF Large-Cap Value GR IDX INSTL (i) | Common Collective Trusts | — | — | $19K | 2.5% | |
| TIAA-CREF Lifecycle Index 2030 INSTL (i) | Mutual Funds | — | — | $16K | 2.1% | |
| TIAA-CREF Lifecycle Index 2060 INSTL (i) | Mutual Funds | — | — | $14K | 1.9% | |
| TIAA-CREF Lifecycle Index 2055 INSTL (i) | Mutual Funds | — | — | $13K | 1.7% | |
| TIAA-CREF International EQ IDX INSTL (i) | Common Collective Trusts | — | — | $10K | 1.3% | |
| TIAA-CREF Small-Cap Blend IDX INST (i) | Common Collective Trusts | — | — | $8K | 1.0% | |
| Fidelity Emerging Markets IDX (i) | Common Collective Trusts | — | — | $5K | 0.6% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.3% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | 0.3% | |
| During the plan year: Yes No Amount a | Other securities | — | — | $3K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
