Steven MOSS signed ELMA Electronic Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ELMA Electronic Inc.'s EIN is 13-3276071.
Download the official 2024 Form 5500 (PDF) for ELMA Electronic Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ELMA Electronic 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | NONE | $63K | — |
| UHY LLP |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity US Bond Index | Mutual Funds | — | — | $11.1M | 17.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $10.7M | 16.5% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $9.0M | 13.9% | |
| Fideility Large Cap Growth Idx | Common Collective Trusts | — | — | $7.5M | 11.7% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $6.3M | 9.7% | |
| MFS Midcap Growth R4 | Mutual Funds | — | — | $5.3M | 8.3% | |
| MFS Value Fund R4 | Mutual Funds | — | — | $5.1M | 7.8% | |
| Westwood Quality Small Cap Fund | Other securities | — | — | $3.2M | 5.0% | |
| Emerald Growth Fund Institutional Class | Other securities | — | — | $2.5M | 3.9% | |
| Victory Sycamore | Other securities | — | — | $2.1M | 3.3% | |
| Pimco Income Institutional | Mutual Funds | — | — | $930K | 1.4% | |
| Participant Loans | Participant loans | — | — | $611K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-0694403 |
| — |
| NONE |
| $16K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
