Cathy Roper signed AKS Engineering & Forestry, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AKS Engineering & Forestry, LLC's EIN is 93-1222759.
Download the official 2024 Form 5500 (PDF) for AKS Engineering & Forestry, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AKS Engineering & Forestry, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $5.5M | 18.3% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $5.2M | 17.1% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $4.5M | 14.7% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $4.1M | 13.4% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $3.1M | 10.1% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $2.0M | 6.4% | |
| AC INFLATION ADJ BOND R6 14 REGISTERED INVESTMENT COMPANY ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.6M | 5.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.1M | 3.6% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.0M | 3.3% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $366K | 1.2% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $297K | 1.0% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $236K | 0.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $135K | 0.4% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $124K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $116K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $115K | 0.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $108K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $92K | 0.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $92K | 0.3% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $90K | 0.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $85K | 0.3% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $79K | 0.3% | |
| FIRST EAGLE GLOBAL FUND I | Registered Investment Companies | — | — | $72K | 0.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $52K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $36K | 0.1% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $26K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $47K |
| — |
