SRU Electric, LLC's EIN is 99-3616090.
Download the official 2024 Form 5500 (PDF) for SRU Electric, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SRU Electric, LLC's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Fund R6 0.00 | Mutual Funds | — | — | $522K | 13.7% | |
| American Funds American Funds 2055 Target Date Fund R6 0.00 | Mutual Funds | — | — | $517K | 13.6% | |
| American Funds American Funds 2060 Target Date Fund R6 0.00 | Mutual Funds | — | — | $405K | 10.6% | |
| American Funds American Funds 2045 Target Date Fund R6 0.00 | Mutual Funds | — | — | $383K | 10.0% | |
| American Funds American Funds 2050 Target Date Fund R6 0.00 | Mutual Funds | — | — | $309K | 8.1% | |
| Vanguard 500 Index Fund - Admiral 0.00 | Common Collective Trusts | — | — | $268K | 7.0% | |
| American Funds American Funds 2065 Target Date Fund R6 0.00 | Mutual Funds | — | — | $251K | 6.6% | |
| American Funds American Funds 2035 Target Date Fund R6 0.00 | Mutual Funds | — | — | $226K | 5.9% | |
| American Funds American Funds 2025 Target Date Fund R6 0.00 | Mutual Funds | — | — | $140K | 3.7% | |
| American Funds American Funds 2040 Target Date Fund R6 0.00 | Mutual Funds | — | — | $128K | 3.4% | |
| American Funds American Funds Washington Mutual R6 0.00 | Mutual Funds | — | — | $109K | 2.9% | |
| Participant Loans Participant Loans due in various amounts, maturing on various 0.00 | Participant loans | — | — | $104K | 2.7% | |
| Vanguard Real Estate Index Admiral 0.00 | Mutual Funds | — | — | $72K | 1.9% | |
| Franklin Growth Opportunities R6 0.00 | Mutual Funds | — | — | $62K | 1.6% | |
| BlackRock High Yield Bond Portfolio K 0.00 | Other securities | — | — | $58K | 1.5% | |
| American Funds American Funds 2020 Target Date Fund R6 0.00 | Mutual Funds | — | — | $48K | 1.3% | |
| Pimco Income Instl 0.00 | Mutual Funds | — | — | $46K | 1.2% | |
| iShares Russell Mid-Cap Index K 0.00 | Other securities | — | — | $40K | 1.1% | |
| American Funds American Funds American Balance R6 0.00 | Mutual Funds | — | — | $34K | 0.9% | |
| Janus Henderson Triton N 0.00 | Mutual Funds | — | — | $31K | 0.8% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $19K | 0.5% | |
| iShares Russell 2000 Small-Cap Index K 0.00 | Common Collective Trusts | — | — | $10K | 0.3% | |
| Goldman Sachs Goldman Sachs Sm Cap Val Insights Instl 0.00 | Other securities | — | — | $10K | 0.3% | |
| Columbia Overseas Value Instl 3 0.00 | Other securities | — | — | $7K | 0.2% | |
| Vanguard Interm-Term Treasury ADM 0.00 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds American Funds New World R6 0.00 | Mutual Funds | — | — | $3K | <0.1% | |
| Franklin Intl Growth R6 0.00 | Mutual Funds | — | — | $2K | <0.1% | |
| Pimco Int Bond Inst 0.00 | U.S. Treasuries | — | — | $2K | <0.1% | |
| TCW MetWest Total Return Bond I 0.00 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALTIGRO PENSION SERVICES INC | — | FAIRFIELD, NJ | CONTRACT ADMIN | $11K | — |
