Amanda Burton signed Firstcall Mechanical Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Firstcall Mechanical Group LLC's EIN is 88-2848229.
Download the official 2024 Form 5500 (PDF) for Firstcall Mechanical Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Firstcall Mechanical Group LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Investment Management State Street Target Retirement 2035 Fund K | Other securities | — | — | $809K | 16.8% | |
| State Street Investment Management State Street Target Retirement 2040 Fund K | Other securities | — | — | $762K | 15.8% | |
| State Street Investment Management State Street Target Retirement 2025 Fund K | Other securities | — | — | $400K | 8.3% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $350K | 7.3% | |
| State Street Investment Management State Street Target Retirement 2020 Fund K | Other securities | — | — | $297K | 6.2% | |
| State Street Investment Management State Street Target Retirement 2045 Fund K | Other securities | — | — | $228K | 4.7% | |
| State Street Investment Management State Street Target Retirement 2030 Fund K | Other securities | — | — | $205K | 4.3% | |
| State Street Investment Management State Street Equity 500 Index Fund K | Common Collective Trusts | — | — | $163K | 3.4% | |
| Fidelity Investments Fidelity Advisor International Growth Fund Z ** 367 Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $132K | 2.7% | |
| State Street Investment Management State Street Target Retirement 2060 Fund K | Other securities | — | — | $127K | 2.6% | |
| State Street Investment Management State Street Target Retirement 2055 Fund K | Other securities | — | — | $107K | 2.2% | |
| State Street Investment Management State Street Target Retirement 2050 Fund K | Other securities | — | — | $102K | 2.1% | |
| Vanguard Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $95K | 2.0% | |
| Participant Loans Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $83K | 1.7% | |
| American Funds American Funds New Perspective Fund R6 | Mutual Funds | — | — | $83K | 1.7% | |
| John Hancock John Hancock Balanced Fund R6 ** 280 John Hancock John Hancock Multimanager Lifestyle Aggr Portfolio R6 | Other securities | — | — | $78K | 1.6% | |
| MFS Mid Cap Value Fund R6 ** 535 Nuveen Equity Index Fund R6 | Common Collective Trusts | — | — | $70K | 1.5% | |
| State Street Investment Management State Street Global All Cap Equity ex-US Indx Fd K | Other securities | — | — | $67K | 1.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $63K | 1.3% | |
| State Street Investment Management State Street Aggregate Bond Index Fund K | Common Collective Trusts | — | — | $61K | 1.3% | |
| BlackRock iShares MSCI EAFE International Index Fund K | Common Collective Trusts | — | — | $52K | 1.1% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $45K | 0.9% | |
| Empower Annuity Insurance Company of America Empower Investments Fixed Account - Series Class IV | Common Stocks | — | — | $39K | 0.8% | |
| Vanguard Wellesley Income Fund Admiral | Mutual Funds | — | — | $34K | 0.7% | |
| State Street Investment Management State Street Target Retirement 2065 Fund K | Other securities | — | — | $18K | 0.4% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $15K | 0.3% | |
| State Street Investment Management State Street Target Retirement Fund K | Other securities | — | — | $13K | 0.3% | |
| John Hancock John Hancock Multimanager Lifestyle Growth Portfolio R6 | Other securities | — | — | $11K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $8K | 0.2% | |
| Vanguard Balanced Index Fund Admiral | Common Collective Trusts | — | — | $8K | 0.2% | |
| John Hancock John Hancock Multimanager Lifestyle Mod Portfolio R6 | Other securities | — | — | $4K | <0.1% | |
| John Hancock John Hancock Multimanager Lifestyle Consv Portfolio R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $2K |
| — |
