Diane Kalberer signed Air Techniques, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Air Techniques, Inc.'s EIN is 11-2001409.
Download the official 2024 Form 5500 (PDF) for Air Techniques, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Air Techniques, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.6M | 13.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 9.3% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $2.0M | 7.7% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $2.0M | 7.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 6.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 6.5% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 5.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $960K | 3.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $933K | 3.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $910K | 3.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $849K | 3.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $645K | 2.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $611K | 2.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $532K | 2.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $468K | 1.8% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $437K | 1.7% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $411K | 1.6% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $395K | 1.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $373K | 1.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $229K | 0.9% | |
| GQG PARTNERS EMG MKT EQ INST | Registered Investment Companies | — | — | $152K | 0.6% | |
| BR STRATEGIC INC OPPS K | Registered Investment Companies | — | — | $104K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $81K | 0.3% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $73K | 0.3% | |
| LOOMIS SAYLES SMALL CAP GR N | Registered Investment Companies | — | — | $53K | 0.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $31K | 0.1% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $30K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
