Gary Wittlinger signed Applied Research Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Research Solutions, Inc.'s EIN is 13-3242455.
Download the official 2024 Form 5500 (PDF) for Applied Research Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Research Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | 84-0467907 | — | NONE | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | OVERLAND PARK, KS | ADVISOR | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $6.5M | 11.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.2M | 11.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $4.9M | 8.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.6M | 8.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.8M | 6.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $3.7M | 6.5% | |
| Empower Annuity Insurance Company of America MassMutual Guaranteed Interest Account | Common Stocks | — | — | $3.0M | 5.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.9M | 5.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.8M | 5.1% | |
| Vanguard US Growth Admiral | Mutual Funds | — | — | $2.4M | 4.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.1M | 3.8% | |
| Calvert US Large Cap Core Responsible Index Fund Class I | Common Collective Trusts | — | — | $1.6M | 2.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.4M | 2.4% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $1.0M | 1.8% | |
| Participant loans | Participant loans | — | — | $953K | 1.7% | |
| Vanguard Equity-Income Fund Admiral | Mutual Funds | — | — | $934K | 1.7% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $855K | 1.5% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $747K | 1.3% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $736K | 1.3% | |
| Vanguard Inflation-Protected Securities Fund Admiral | Mutual Funds | — | — | $572K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $507K | 0.9% | |
| TCW MetWest Total Return Bond Fund Plan | Other securities | — | — | $475K | 0.8% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $461K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $442K | 0.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $374K | 0.7% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $368K | 0.7% | |
| MFS International Growth Fund Class R6 | Mutual Funds | — | — | $279K | 0.5% | |
| DFA Emerging Markets Portfolio Institutional | Mutual Funds | — | — | $233K | 0.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $213K | 0.4% | |
| American Funds American Balanced Fund Class R-6 | Mutual Funds | — | — | $211K | 0.4% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $184K | 0.3% | |
| Franklin Small Cap Value Fund Class R6 | Mutual Funds | — | — | $163K | 0.3% | |
| Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $154K | 0.3% | |
| AB Global Bond Fund Class Z | Other securities | — | — | $114K | 0.2% | |
| BlackRock High Yield Portfolio Fund Class K | Other securities | — | — | $89K | 0.2% | |
| Invesco International Small Company Fund Class R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | ROSELAND, NJ | AUDITOR | $21K | — |
| SWINDON SPRINGER &CO., INC. | 31-1339842 | TIPP CITY, OH | AUDITOR | $10K | — |
