Richard Giles signed Ludvik Electric Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ludvik Electric Co.'s EIN is 84-0811586.
Download the official 2024 Form 5500 (PDF) for Ludvik Electric Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ludvik Electric Co.'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | — | INVESTMENT ADVISORY | $16K | — |
| CETERA ADVISOR NETWORKS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fed HRMS Gov Oblgtns Prmr | Registered Investment Companies | — | — | $2.0M | 9.0% | |
| Prncpl Glble Realest R6 ** 922 Registered investment company Putnam Gr Opp Y | Registered Investment Companies | — | — | $2.0M | 8.7% | |
| TIAACRF LfCycInd 2045 Inst | Registered Investment Companies | — | — | $1.8M | 8.1% | |
| TIAACRF LfCycInd 2030 Inst | Registered Investment Companies | — | — | $1.5M | 6.5% | |
| TIAACRF LfCycInd 2040 Inst | Registered Investment Companies | — | — | $1.4M | 6.1% | |
| TIAACRF LfCycInd 2055 Inst | Registered Investment Companies | — | — | $1.3M | 5.9% | |
| TIAACRF LfCycInd 2050 Inst | Registered Investment Companies | — | — | $981K | 4.3% | |
| Vngrd Wndsr Adml | Registered Investment Companies | — | — | $916K | 4.0% | |
| Vic Syc Estblshd Val I | Registered Investment Companies | — | — | $872K | 3.8% | |
| Artisan Intl Val Inst | Registered Investment Companies | — | — | $749K | 3.3% | |
| TIAACRF LfCycInd 2060 Inst | Registered Investment Companies | — | — | $718K | 3.2% | |
| Fid 500 Indx | Registered Investment Companies | — | — | $606K | 2.7% | |
| TIAACRF LfCycInd 2035 Inst | Registered Investment Companies | — | — | $528K | 2.3% | |
| TIAACRF LfCycInd 2025 Inst | Registered Investment Companies | — | — | $524K | 2.3% | |
| Baird Cor Pls Bd Inst | Registered Investment Companies | — | — | $493K | 2.2% | |
| Fed Inst Hi Yld Bd Inst | Registered Investment Companies | — | — | $484K | 2.1% | |
| TIAACRF LfCycInd 2065 Inst | Registered Investment Companies | — | — | $273K | 1.2% | |
| NW FXD SEL OPTN | Guaranteed Income / GIC | — | — | $244K | 1.1% | |
| Participant notes receivable Interest rates from 4.25-8.75% | Bonds / Notes | — | — | $239K | 1.1% | |
| Fidadv Tech Inst | Registered Investment Companies | — | — | $230K | 1.0% | |
| State Street Bal Inx Fund | Registered Investment Companies | — | — | $207K | 0.9% | |
| TIAACRF LfCycIndRtInc | Registered Investment Companies | — | — | $186K | 0.8% | |
| Ab Lgcap Gr I | Registered Investment Companies | — | — | $149K | 0.7% | |
| TRowePr Comm Tech | Registered Investment Companies | — | — | $139K | 0.6% | |
| Dodge Cox Intl Stock | Registered Investment Companies | — | — | $139K | 0.6% | |
| Fid Intl Indx | Registered Investment Companies | — | — | $137K | 0.6% | |
| Fnklntmp Glbl Ttl Rtn Adv ** 645 Registered investment company Gdmnscs Gqgptnrintloppr R6 | Registered Investment Companies | — | — | $136K | 0.6% | |
| CohenStrs RealEst Sec Inst | Registered Investment Companies | — | — | $131K | 0.6% | |
| Nw Loomis Allcap Gr R6 | Registered Investment Companies | — | — | $128K | 0.6% | |
| Avnts Us Lgcap Val Inst | Registered Investment Companies | — | — | $123K | 0.5% | |
| Jpm Lg Cap Gr R6 | Registered Investment Companies | — | — | $115K | 0.5% | |
| Dfa Intl LgCap Gr | Registered Investment Companies | — | — | $114K | 0.5% | |
| Virtus Tech Inst | Registered Investment Companies | — | — | $111K | 0.5% | |
| Jpm Eq Inc R5 | Registered Investment Companies | — | — | $109K | 0.5% | |
| Avnts Emging Mkts Equity Fund | Registered Investment Companies | — | — | $109K | 0.5% | |
| Blkrk 80/20 Trgtalloc Inst | Registered Investment Companies | — | — | $108K | 0.5% | |
| Vngrd Trgt Rtrmt 2060 Inv | Registered Investment Companies | — | — | $105K | 0.5% | |
| TRowePr US Eq Rsrch | Registered Investment Companies | — | — | $95K | 0.4% | |
| Strwd Smmdcapenhcindx Inst | Registered Investment Companies | — | — | $95K | 0.4% | |
| GdmnScs InSmCpInsight | Registered Investment Companies | — | — | $94K | 0.4% | |
| Vngrd Trgt Rtrmt 2050 Inv | Registered Investment Companies | — | — | $91K | 0.4% | |
| Fed HRMS Shintdtlrtbd Inst ** 3 Registered investment company Fed MDT SmCap Cor Inst | Registered Investment Companies | — | — | $90K | 0.4% | |
| Nw S P 500 Indx R6 | Registered Investment Companies | — | — | $86K | 0.4% | |
| TRowePr US Large Cap Cor Inv | Registered Investment Companies | — | — | $85K | 0.4% | |
| Vngrd Trgt Rtrmt 2055 Inv | Registered Investment Companies | — | — | $82K | 0.4% | |
| Vngrd Trgt Rtrmt 2045 Inv | Registered Investment Companies | — | — | $79K | 0.3% | |
| TIAACRF LfCycInd 2015 Inst | Registered Investment Companies | — | — | $78K | 0.3% | |
| PGIM Ttl Rtn Bd R6 | Registered Investment Companies | — | — | $75K | 0.3% | |
| Fid US Bd Indx | Registered Investment Companies | — | — | $74K | 0.3% | |
| Nw Geneva SmCapGr Inst Svc | Registered Investment Companies | — | — | $73K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EL SEGUNDO, CA |
| FINANCIAL ADVISOR |
| $9K |
| — |
| IRON CO FID | 26-2409128 | — | INVESTMENT ADVISORY | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | — | LEAWOOD, KS | TPA | $24K | — |
