Susan Hanlon signed Advanced Instruments, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Instruments, LLC's EIN is 04-2187801.
Download the official 2024 Form 5500 (PDF) for Advanced Instruments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Instruments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | -$69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $47K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund " | Mutual Funds | — | — | $7.7M | 20.3% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $7.2M | 19.0% | |
| American Funds The Growth Fund of America Class R-5E " | Mutual Funds | — | — | $4.1M | 10.8% | |
| American Funds Europacific Grade R2 " | Mutual Funds | — | — | $2.8M | 7.4% | |
| John Hancock Funds Strategic Income Opportunities Fund " | Other securities | — | — | $2.6M | 6.8% | |
| PIMCO Total Return Fund Institutional Class " | Mutual Funds | — | — | $2.4M | 6.2% | |
| American Funds Washington Mutual Fund " | Mutual Funds | — | — | $2.3M | 6.0% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $1.9M | 5.1% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $1.6M | 4.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.9% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $1.4M | 3.6% | |
| Janus Henderson Enterprise Fund Class I " | Mutual Funds | — | — | $1.0M | 2.7% | |
| Invesco Developing Markets Fund Class A " | Mutual Funds | — | — | $624K | 1.6% | |
| American Funds Investment Company of America Class R-5E Mutual fund | Mutual Funds | — | — | $435K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
