Sondra Cooper-Ortega signed Archer Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Archer Technologies LLC's EIN is 88-3906788.
Download the official 2024 Form 5500 (PDF) for Archer Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Archer Technologies 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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT INC | 30-0282430 | — | ADVISOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $15.6M | 23.8% | |
| Blackrock LifePath Index 2040 | Other securities | — | — | $7.0M | 10.8% | |
| Blackrock LifePath Index 2035 | Other securities | — | — | $7.0M | 10.6% | |
| Blackrock LifePath Index 2045 | Other securities | — | — | $5.3M | 8.2% | |
| Blackrock LifePath Index 2050 | Other securities | — | — | $4.7M | 7.2% | |
| T. Rowe Price U.S. Equity Research Fund | Other securities | — | — | $4.3M | 6.6% | |
| Blackrock LifePath Index 2055 | Other securities | — | — | $3.6M | 5.6% | |
| State Street Russell Small/Mid Cap Equity Index | Common Collective Trusts | — | — | $3.5M | 5.3% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $3.5M | 5.3% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $2.6M | 3.9% | |
| Blackrock LifePath Index 2030 | Other securities | — | — | $2.3M | 3.5% | |
| WT SMID CAP RES EQ 1 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | — | $2.2M | 3.4% | |
| State Street Global All Cap Equity Index | Common Collective Trusts | — | — | $1.5M | 2.4% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| Blackrock LifePath Index 2060 | Other securities | — | — | $1.5M | 2.3% | |
| Blackrock LifePath Index Retirement | Other securities | — | — | $1.1M | 1.6% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $964K | 1.5% | |
| State Street U.S. Bond Index | Other securities | — | — | $964K | 1.5% | |
| Participants Participant Loans Rates from 3.50% to 9.50% - | Bonds / Notes | — | — | $494K | 0.8% | |
| Blackrock LifePath Index 2065 | Other securities | — | — | $489K | 0.7% | |
| Principal Diversified Real Asset | Other securities | — | — | $480K | 0.7% | |
| PIF DVRSD RA CIT T1 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $480K | 0.7% | |
| Harding Loevner International Equity | Other securities | — | — | $441K | 0.7% | |
| HRDG LVNR INTL EQ A GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $441K | 0.7% | |
| John Hancock Core Plus Fixed Income | Other securities | — | — | $91K | 0.1% | |
| JH CR PL FXD INC P1 JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 002 | Common Collective Trust | — | — | $91K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.