Anthony M Conte signed Imperial Electronic Assembly, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imperial Electronic Assembly, Inc.'s EIN is 06-1260560.
Download the official 2024 Form 5500 (PDF) for Imperial Electronic Assembly, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imperial Electronic Assembly, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PENSION SERVICE, INC. | — | NORTH HAVEN, CT | THIRD PARTY ADMINISTRATO | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT SERVICES | — | IRVINE, CA | RECORDKEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund - R6 | Mutual Funds | — | $186K | $2.8M | 23.9% | |
| American Funds 2020 Target Date Fund - R6 | Mutual Funds | — | $158K | $2.1M | 18.1% | |
| American Funds 2030 Target Date Fund - R6 | Mutual Funds | — | $116K | $2.0M | 17.1% | |
| American Funds 2035 Target Date Fund - R6 | Mutual Funds | — | $87K | $1.7M | 14.0% | |
| American Funds 2050 Target Date Fund - R6 | Mutual Funds | — | $25K | $516K | 4.4% | |
| American Funds 2040 Target Date Fund - R6 | Mutual Funds | — | $22K | $452K | 3.8% | |
| Vanguard Mid Cap Index Adm 958 | Mutual Funds | — | — | $313K | 2.7% | |
| American Funds 2045 Target Date Fund - R6 | Mutual Funds | — | $10K | $216K | 1.8% | |
| American Funds 2015 Target Date Fund - R6 | Mutual Funds | — | $17K | $210K | 1.8% | |
| Fidelity 500 Index 823 | Common Collective Trusts | — | — | $168K | 1.4% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Loans have interest rates ranging from 4.25% - 9.50% with maturities through 2029 | Bonds / Notes | — | — | $145K | 1.2% | |
| American Funds 2010 Target Date Fund - R6 | Mutual Funds | — | $11K | $133K | 1.1% | |
| American Funds US Govt Money Market R6 | Mutual Funds | — | $130K | $130K | 1.1% | |
| American Century Ultra (R) R6 951 | Other securities | — | — | $96K | 0.8% | |
| Western Asset Core Bond Fund I | Other securities | — | $9K | $95K | 0.8% | |
| Vanguard Small Cap Index Fund - Admiral 766 | Common Collective Trusts | — | — | $88K | 0.7% | |
| American Funds 2065 Target Date Fund - R6 | Mutual Funds | — | $4K | $70K | 0.6% | |
| American Funds American Balanced Fund - R6 | Mutual Funds | — | $2K | $62K | 0.5% | |
| American Funds 2055 Target Date Fund - R6 | Mutual Funds | — | $2K | $54K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral 500 | Mutual Funds | — | — | $49K | 0.4% | |
| American Funds 2060 Target Date Fund - R6 | Mutual Funds | — | $2K | $32K | 0.3% | |
| Franklin Small Cap Value R6 453 | Mutual Funds | — | — | $27K | 0.2% | |
| MFS Mid Cap Growth R6 787 | Mutual Funds | — | — | $25K | 0.2% | |
| S SHARES * American Funds Europacific GR R6 419 | Mutual Funds | — | — | $22K | 0.2% | |
| American Funds Smallcap World R6 268 | Mutual Funds | — | — | $19K | 0.2% | |
| JP Morgan Equtiy Income R6 761 | Other securities | — | — | $18K | 0.2% | |
| Vanguard Wellesley Income Adm 288 | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Mid-Cap Value Index Admiral 140 | Mutual Funds | — | — | $12K | <0.1% | |
| Schwab International Index 430 | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity US Bond Index 893 | Mutual Funds | — | — | $9K | <0.1% | |
| Janus Henderson Enterprise N 33 | Mutual Funds | — | — | $5K | <0.1% | |
| PGIM High Yield R6 852 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
