Shelly Suggs signed Southeast Mechanical LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southeast Mechanical LLC's EIN is 84-4771473.
Download the official 2024 Form 5500 (PDF) for Southeast Mechanical LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southeast Mechanical LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISOR INC | 47-0648506 | — | ADVISOR | $10K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Fund K6 | Mutual Funds | — | — | $1.0M | 14.4% | |
| Fidelity Freedom 2030 Fund K6 | Mutual Funds | — | — | $670K | 9.5% | |
| Fidelity Freedom 2035 Fund K6 | Mutual Funds | — | — | $663K | 9.4% | |
| Fidelity Freedom 2040 Fund K6 | Mutual Funds | — | — | $612K | 8.7% | |
| Fidelity Freedom 2020 Fund K6 | Mutual Funds | — | — | $434K | 6.1% | |
| Fidelity Freedom 2025 Fund K6 | Mutual Funds | — | — | $400K | 5.7% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $392K | 5.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $369K | 5.2% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $272K | 3.9% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $256K | 3.6% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $251K | 3.6% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $196K | 2.8% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $185K | 2.6% | |
| Fidelity Freedom 2050 Fund K6 | Mutual Funds | — | — | $173K | 2.5% | |
| JP Morgan U.S. Equity Fund R6 | Other securities | — | — | $170K | 2.4% | |
| Fidelity Freedom 2060 Fund K6 | Mutual Funds | — | — | $166K | 2.4% | |
| maturing through December 2029 | Other securities | — | — | $143K | 2.0% | |
| Fidelity Freedom 2055 Fund K6 | Mutual Funds | — | — | $128K | 1.8% | |
| Fidelity Freedom 2015 Fund K6 | Mutual Funds | — | — | $104K | 1.5% | |
| American Funds American Mutual Fund R6 | Mutual Funds | — | — | $92K | 1.3% | |
| Fidelity Leveraged Company Stock 336 * Fidelity Small Cap Value Index | Mutual Funds | — | — | $67K | 1.0% | |
| Fidelity Freedom 2065 Fund K6 | Mutual Funds | — | — | $64K | 0.9% | |
| Victory RS Global Fund R6 | Other securities | — | — | $50K | 0.7% | |
| American Funds The Investment Company of America | Mutual Funds | — | — | $49K | 0.7% | |
| Fidelity International Cap Appreciation Fund K6 | Mutual Funds | — | — | $49K | 0.7% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $25K | 0.4% | |
| Fidelity Freedom 2010 Fund K6 | Mutual Funds | — | — | $22K | 0.3% | |
| JH STABLE VALUE I6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $13K | 0.2% | |
| American Funds The Bond Fund of America R6 | Mutual Funds | — | — | $13K | 0.2% | |
| Blackrock 20/80 Target Allocation 128 Blackrock Natural Resources I 120 Keeley Small Cap Dividend Value A | Other securities | — | — | $4K | <0.1% | |
| JH STABLE VALUE I6 MANULIFE ASSET MANAGEMENT TRUST CO · EIN 01-0233346 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
