A3 Technology, Inc.'s EIN is 03-0404907.
Download the official 2024 Form 5500 (PDF) for A3 Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A3 Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INS. COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FEENER & SMITH | 13-5674085 | — | CONSULTANT | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S JP Morgan Funds JP Morgan Large Cap Growth R6 Fund 32,401.26 | Mutual Funds | — | — | $2.7M | 18.0% | |
| ANNUITY CONTRACT * Principal Life Insurance Company Fixed Income Guarantee option (benefit responsive) | Common Stocks | — | — | $2.3M | 15.1% | |
| Principal Life Insurance Company Principal Liquid Asset Separate Acc-Z 23,615.82 | Common Stocks | — | — | $1.5M | 10.2% | |
| PRIN LIQUID ASSETS SEPT ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.5M | 10.2% | |
| BlackRock iShares S&P 500 Index K Fund 1,283.23 | Common Collective Trusts | — | — | $883K | 5.9% | |
| MFS Investment Management MFS Value R6 Fund 17,779.28 | Mutual Funds | — | — | $860K | 5.7% | |
| American Funds Service Company American Funds Target Date Retirement 2035 R6 Fund 36,065.82 | Mutual Funds | — | — | $687K | 4.6% | |
| American Funds Service Company American Funds New World R6 Fund 7,155.55 | Mutual Funds | — | — | $551K | 3.7% | |
| The American Funds American Funds Europacific Growth R6 Fund 9,733.59 | Mutual Funds | — | — | $523K | 3.5% | |
| Vanguard Group Vanguard Midcap Value Index Adm Fund 5,497.18 | Mutual Funds | — | — | $461K | 3.1% | |
| Vanguard Group Vanguard Small Cap Value Index Adm Fund 5,215.60 | Mutual Funds | — | — | $444K | 3.0% | |
| BlackRock High Yield Portfolio K Fund 58,414.97 | Other securities | — | — | $415K | 2.8% | |
| PIMCO Funds Pimco Real Return Institutional Fund 40,058.59 | Mutual Funds | — | — | $399K | 2.7% | |
| Oppenheimer Invesco Oppenheimer Intl Bond R6 Fund 87,792.77 | Mutual Funds | — | — | $378K | 2.5% | |
| BlackRock Total Return K Fund 38,012.41 | Other securities | — | — | $370K | 2.5% | |
| American Funds Service Company American Funds Target Date Retirement 2045 R6 Fund 13,224.19 | Mutual Funds | — | — | $280K | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $278K | 1.8% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $220K | 1.5% | |
| PRIN MIDCAP S&P 400 INDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY209233 · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $209K | 1.4% | |
| Cohen & Steers Cohen & Steers I Realty Sh Fund 3,993.81 | Other securities | — | — | $191K | 1.3% | |
| American Funds Service Company American Funds Target Date Retirement 2055 R6 Fund 6,402.31 | Mutual Funds | — | — | $169K | 1.1% | |
| PIMCO Funds Pimco Commplus Strat Institutional Fund 21,443.94 | Mutual Funds | — | — | $142K | 0.9% | |
| BlackRock Global Allocation K Fund 5,992.30 | Other securities | — | — | $112K | 0.7% | |
| Janus International Holding, LLC Janus Henderson Triton N 4,009.37 | Mutual Funds | — | — | $110K | 0.7% | |
| Eaton Vance Eaton Vance Atl Cp Smid-Cap R6 Fund 2,436.77 | Other securities | — | — | $102K | 0.7% | |
| American Funds Service Company American Funds Target Date Retirement 2065 R6 Fund 4,687.96 | Mutual Funds | — | — | $82K | 0.5% | |
| American Funds Service Company American Funds Target Date Retirement 2030 R6 Fund 4,105.07 | Mutual Funds | — | — | $71K | 0.5% | |
| American Funds Service Company American Funds Target Date Retirement 2040 R6 Fund 3,341.24 | Mutual Funds | — | — | $69K | 0.5% | |
| American Funds Service Company American Funds Target Date Retirement 2060 R6 Fund 1,881.35 | Mutual Funds | — | — | $34K | 0.2% | |
| BlackRock iShares MSCI EAFE Int IDX K Fund 1,502.30 | Common Collective Trusts | — | — | $23K | 0.2% | |
| American Funds Service Company American Funds Target Date Retirement 2050 R6 Fund 785.73 | Mutual Funds | — | — | $16K | 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 |
|---|---|---|---|---|---|
| COMMONWEALTH TPA SOLUTIONS, LLC | 87-3632446 | — | CONTRACT ADMINISTRATOR | $5K | — |
