Brian Caffrey signed Capitol Valley Electric, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capitol Valley Electric, LLC's EIN is 87-2964267.
Download the official 2024 Form 5500 (PDF) for Capitol Valley Electric, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capitol Valley Electric, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $673 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET RET. RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $298K | 18.1% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $271K | 16.4% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $266K | 16.1% | |
| STATE STREET RET. RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $257K | 15.5% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $227K | 13.8% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $126K | 7.6% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $73K | 4.4% | |
| STATE STREET RET. RIGHT TARGET 2020 HAND BENEFITS & TRUST · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $62K | 3.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $33K | 2.0% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $13K | 0.8% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $8K | 0.5% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $4K | 0.2% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | Other securities | — | — | $4K | 0.2% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $3K | 0.2% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | Other securities | — | — | $3K | 0.2% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | Other securities | — | — | $3K | 0.2% | |
| Contribution Account MG Trust Company 0 | Common Stocks | — | — | $2K | 0.1% | |
| STATE STREET RET. RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $445 | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
