Robert Kerley signed Spellman High Voltage Electronics Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spellman High Voltage Electronics Corporation's EIN is 13-2607577.
Download the official 2024 Form 5500 (PDF) for Spellman High Voltage Electronics Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spellman High Voltage Electronics Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | ADVISOR | $0 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund Class R3 | Mutual Funds | — | — | $10.3M | 14.7% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $7.1M | 10.1% | |
| MFS Core Equity Fund Class R3 | Mutual Funds | — | — | $5.7M | 8.1% | |
| American Funds 2030 Trgt Date Retire R4 | Mutual Funds | — | — | $4.5M | 6.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.2M | 6.0% | |
| American Funds 2035 Trgt Date Retire R4 | Mutual Funds | — | — | $3.9M | 5.5% | |
| EV AC Focused Growth | Other securities | — | — | $3.9M | 5.5% | |
| American Funds 2025 Trgt Date Retire R4 | Mutual Funds | — | — | $2.8M | 3.9% | |
| PGIM Total Return Bond Fund -Class A | Other securities | — | — | $2.3M | 3.3% | |
| Putnam Large Cap Growth | Mutual Funds | — | — | $2.2M | 3.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares | Other securities | — | — | $2.2M | 3.1% | |
| American Funds 2050 Trgt Date Retire R4 | Mutual Funds | — | — | $2.0M | 2.9% | |
| Virtus KAR Mid-Cap Growth Fund Class | Other securities | — | — | $1.8M | 2.5% | |
| American Funds 2040 Trgt Date Retire R4 | Mutual Funds | — | — | $1.7M | 2.5% | |
| Calvert International Equity I | Other securities | — | — | $1.7M | 2.4% | |
| Columbia Dividend Income Fund Class A | Other securities | — | — | $1.5M | 2.2% | |
| Columbia Dividend Income Fund Class A | Other securities | — | — | $1.2M | 1.7% | |
| American Funds 2055 Trgt Date Retire R4 | Mutual Funds | — | — | $1.0M | 1.4% | |
| Victory High Yield Fund Class A | Other securities | — | — | $963K | 1.4% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $929K | 1.3% | |
| Baron Growth Fund Retail Shares | Other securities | — | — | $837K | 1.2% | |
| American Funds 2060 Trgt Date Retire R4 | Mutual Funds | — | — | $832K | 1.2% | |
| American Funds 2045 Trgt Date Retire R4 | Mutual Funds | — | — | $824K | 1.2% | |
| Virtus KAR Small-Cap Growth Fund Class | Other securities | — | — | $800K | 1.1% | |
| Janus Henderson Overseas Fund Class N | Mutual Funds | — | — | $768K | 1.1% | |
| Fidelity Advisor Consumer Discretionary Fund Class A | Mutual Funds | — | — | $586K | 0.8% | |
| Fidelity Advisor International Capital Appreciation Class A | Mutual Funds | — | — | $577K | 0.8% | |
| Calvert Small-Cap Fund Class A | Other securities | — | — | $572K | 0.8% | |
| Participant Loans | Participant loans | — | — | $494K | 0.7% | |
| JPMorgan Small Cap Equity Fund Class A | Other securities | — | — | $441K | 0.6% | |
| American Funds 2010 Trgt Date Retire R4 | Mutual Funds | — | — | $353K | 0.5% | |
| Invesco Small Cap Value Fund Class A | Mutual Funds | — | — | $338K | 0.5% | |
| Cohen & Steers Real Estate Securities A | Other securities | — | — | $296K | 0.4% | |
| American Funds 2020 Trgt Date Retire R4 | Mutual Funds | — | — | $290K | 0.4% | |
| Touchstone Mid Cap Fund Class A | Other securities | — | — | $246K | 0.3% | |
| DWS ESG Core Equity Fund | Other securities | — | — | $71K | 0.1% | |
| Nuveen Winslow Large Cap Growth ESG I | Mutual Funds | — | — | $63K | <0.1% | |
| American Funds 2015 Trgt Date Retire R4 | Mutual Funds | — | — | $25K | <0.1% | |
| Putnam International Value Fund Class A | Mutual Funds | — | — | $20K | <0.1% | |
| New World Development Company Global EQ | Common Stocks | — | — | $15K | <0.1% | |
| AMG Frontier Small Cap Growth N | Other securities | — | — | $6K | <0.1% | |
| Calvert US Mid Cap Core Index Fund Class A | Common Collective Trusts | — | — | $2K | <0.1% | |
| Pioneer Balanced ESG A | Other securities | — | — | $894 | <0.1% | |
| Goldman Sachs International Equity ESG Fund Class C | Other securities | — | — | $81 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
