Kevin Otto signed Component Assembly Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Component Assembly Systems, Inc.'s EIN is 11-6033867.
Download the official 2024 Form 5500 (PDF) for Component Assembly Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Component Assembly Systems, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $127 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEHILL FIDUCIARY | 45-5608425 | — | INVESTMENT ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $8.6M | 23.7% | |
| Fidelity Advisor FID 500 INDEX | Common Collective Trusts | — | — | $3.7M | 10.1% | |
| MFS MID CAP GRTH R4 | Mutual Funds | — | — | $2.8M | 7.8% | |
| Principal PIF MID CAP VALUE I | Other securities | — | — | $2.6M | 7.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.5M | 6.9% | |
| BNY Mellon BNYM DYNAMIC VAL I | Other securities | — | — | $2.3M | 6.4% | |
| PGIM J INTL OPP R6 | Other securities | — | — | $2.3M | 6.3% | |
| Fuller & Thaler F&T BEHAV SMCP GR R6 | Other securities | — | — | $2.0M | 5.4% | |
| Fidelity Advisor FID GROWTH & INC K | Mutual Funds | — | — | $1.9M | 5.3% | |
| American Funds AF CSV GR&INC PTF R5 | Mutual Funds | — | — | $1.9M | 5.1% | |
| Fidelity Advisor FID FREEDOM 2030 K | Mutual Funds | — | — | $1.5M | 4.1% | |
| Fidelity Advisor FID TOTAL BOND | Mutual Funds | — | — | $1.3M | 3.6% | |
| Fidelity Advisor FID FREEDOM 2015 K ** 21 * Fidelity Advisor FID FREEDOM 2020 K | Mutual Funds | — | — | $747K | 2.1% | |
| Invesco INVS GOLD SPL MIN R6 | Mutual Funds | — | — | $449K | 1.2% | |
| Fidelity Advisor FID FREEDOM 2045 K | Mutual Funds | — | — | $252K | 0.7% | |
| Fidelity Advisor FID FREEDOM 2025 K | Mutual Funds | — | — | $229K | 0.6% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% $ -0- | Bonds / Notes | — | — | $204K | 0.6% | |
| Fidelity Advisor FID FREEDOM 2050 K | Mutual Funds | — | — | $184K | 0.5% | |
| BlackRock BLKRK GLOBAL ALLOC K | Other securities | — | — | $164K | 0.5% | |
| Fidelity Advisor FID FREEDOM 2055 K | Mutual Funds | — | — | $156K | 0.4% | |
| Allspring AS SPL SM CAP VAL R6 | Other securities | — | — | $150K | 0.4% | |
| Fidelity Advisor FID FREEDOM 2035 K | Mutual Funds | — | — | $137K | 0.4% | |
| Fidelity Advisor FID FREEDOM 2060 K | Mutual Funds | — | — | $110K | 0.3% | |
| Fidelity Advisor FID FREEDOM 2040 K | Mutual Funds | — | — | $94K | 0.3% | |
| Fidelity Advisor FID FREEDOM 2065 K | Mutual Funds | — | — | $64K | 0.2% | |
| Eaton Vance EV SH DUR I-P INC I | Common Stocks | — | — | $28K | <0.1% | |
| Eaton Vance EV STRATEGIC INC I | Common Stocks | — | — | $18K | <0.1% | |
| Fidelity Advisor FID GOVT MMKT ** 4 * Fidelity Advisor FID GOVT MMKT K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
