Danielle O'BRIEN signed ADEX Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ADEX Corporation's EIN is 13-3741300.
Download the official 2024 Form 5500 (PDF) for ADEX Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ADEX Corporation'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 | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $204K | 32.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $118K | 18.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $93K | 14.7% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $34K | 5.3% | |
| FID FREEDOM INDEX INC PREMIER 725 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $33K | 5.3% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $32K | 5.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $25K | 3.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $19K | 3.0% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $15K | 2.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $12K | 1.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $8K | 1.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $6K | 0.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $5K | 0.8% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $5K | 0.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2K | 0.3% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $1K | 0.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $1K | 0.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
