Brian Burgeson signed Burgeson's Heating and Air Conditioning, in.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burgeson's Heating and Air Conditioning, in.'s EIN is 95-2641609.
Download the official 2024 Form 5500 (PDF) for Burgeson's Heating and Air Conditioning, in. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burgeson's Heating and Air Conditioning, in.'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Lifetime Blend 2040 N/A | Other securities | — | — | $2.2M | 21.1% | |
| John Hancock Lifetime Blend 2030 N/A | Other securities | — | — | $1.5M | 14.4% | |
| John Hancock Lifetime Blend 2035 N/A | Other securities | — | — | $1.5M | 14.3% | |
| John Hancock Lifetime Blend 2055 N/A | Other securities | — | — | $1.2M | 11.5% | |
| John Hancock Lifetime Blend 2050 N/A | Other securities | — | — | $1.1M | 10.2% | |
| John Hancock Lifetime Blend 2060 N/A | Other securities | — | — | $670K | 6.3% | |
| John Hancock Lifetime Blend 2010 N/A | Other securities | — | — | $593K | 5.6% | |
| John Hancock Lifetime Blend 2045 N/A | Other securities | — | — | $506K | 4.8% | |
| John Hancock Lifetime Blend 2025 N/A | Other securities | — | — | $363K | 3.4% | |
| John Hancock Lifetime Blend 2065 N/A | Other securities | — | — | $331K | 3.1% | |
| JP Morgan U.S. Equity Fund N/A 638 American Funds New Perspective Fund N/A 780 Notes Receivable from Participants Interest rates 4.75% to 10.0% | Mutual Funds | — | — | $199K | 1.9% | |
| John Hancock Fundamental Large Cap Value Fund N/A | Other securities | — | — | $113K | 1.1% | |
| Invesco Small Capital Growth Fund N/A | Mutual Funds | — | — | $77K | 0.7% | |
| John Hancock Stable Value Fund N/A | Stable Value | — | — | $64K | 0.6% | |
| Franklin Templeton Mutual Beacon Fund N/A | Mutual Funds | — | — | $42K | 0.4% | |
| Pooled Separate Acconts ** * John Hancock Cash N/A | Cash / Money Market | — | — | $4K | <0.1% | |
| Vanguard Mid-Capital Growth ETF N/A | Mutual Funds | — | — | $1K | <0.1% | |
| John Hancock Bond Fund N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
