Robert Ormsby signed Day Automation Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Day Automation Systems, Inc.'s EIN is 16-1576146.
Download the official 2024 Form 5500 (PDF) for Day Automation Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Day Automation Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP LLC | 80-0675279 | — | ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF TRGT Date 2045 R6 315,513.931 Shares | Other securities | — | $5.6M | $6.7M | 13.2% | |
| FID 500 INDEX 28,165.985 Shares | Common Collective Trusts | — | $4.1M | $5.8M | 11.4% | |
| AF TRGT Date 2030 R6 329,214.578 Shares | Other securities | — | $5.1M | $5.7M | 11.2% | |
| AF TRGT Date 2035 R6 271,229.939 Shares | Other securities | — | $4.4M | $5.2M | 10.2% | |
| $ * Harbor Capp App Inst 32,017.827 Shares | Other securities | — | $3.1M | $3.6M | 7.2% | |
| AF TRGT Date 2050 R6 122,077.669 Shares | Other securities | — | $2.2M | $2.6M | 5.0% | |
| AF TRGT Date 2040 R6 117,247.023 Shares | Other securities | — | $2.1M | $2.4M | 4.8% | |
| AF TRGT Date 2025 R6 150,245.152 Shares | Other securities | — | $2.1M | $2.3M | 4.5% | |
| AF TRGT Date 2060 R6 94,565.063 Shares | Other securities | — | $1.5M | $1.7M | 3.3% | |
| MFS MID Cap Value R6 53,332.968 Shares | Mutual Funds | — | $1.5M | $1.7M | 3.3% | |
| AF TRGT Date 2055 R6 63,539.888 Shares | Other securities | — | $1.4M | $1.7M | 3.3% | |
| FID MID CAP IDX 42,316.479 Shares | Common Collective Trusts | — | $1.2M | $1.4M | 2.8% | |
| MICROSTRATEGY INC CL A NEW NFS 4,503.083 Shares | Common Stocks | — | $665K | $1.3M | 2.6% | |
| AF TRGT Date 2020 R6 78,946.332 Shares | Other securities | — | $1.0M | $1.1M | 2.1% | |
| MFS MID CAP GRTH R6 33,087.626 Shares | Mutual Funds | — | $956K | $1.0M | 2.1% | |
| FKLN SM CAP GRTH ADV 33,663.769 Shares | Other securities | — | $805K | $894K | 1.8% | |
| JHancock Bond R6 52,492.388 Shares | Other securities | — | $762K | $700K | 1.4% | |
| FKLN SM Cap Value R6 10,528.981 Shares | Other securities | — | $593K | $634K | 1.3% | |
| MFS Value R6 11,877.181 Shares | Mutual Funds | — | $590K | $575K | 1.1% | |
| FID SM CAP IDX 19,411.144 Shares | Common Collective Trusts | — | $484K | $537K | 1.1% | |
| FID EMRG MKITS IDX 49,435.381 Shares | Common Collective Trusts | — | $515K | $517K | 1.0% | |
| AF TRGT Date 2010 R6 35,113.052 Shares | Other securities | — | $403K | $408K | 0.8% | |
| AF TRGT Date 2015 R6 31,644.678 Shares | Other securities | — | $379K | $388K | 0.8% | |
| OUTSTANDING LOAN BALANCE - | Other securities | — | — | $365K | 0.7% | |
| FID ST TR BD IDX 27,267.290 Shares | Common Collective Trusts | — | $282K | $277K | 0.5% | |
| FID Real Estate IDX 16,517.571 Shares | Common Collective Trusts | — | $287K | $266K | 0.5% | |
| FID INTL Index 5,143.698 Shares | Mutual Funds | — | $235K | $245K | 0.5% | |
| FID GOVT MMKT 169,535.600 Shares | Mutual Funds | — | $170K | $170K | 0.3% | |
| FID INTM TR BD IDX 16,396.336 Shares | Common Collective Trusts | — | $174K | $155K | 0.3% | |
| TESLA MOTORS INC COM USD0.001 303.000 Shares | Common Stocks | — | $107K | $122K | 0.2% | |
| NVIDIDA COPR NFS LLC 656.053 Shares | Other securities | — | $94K | $88K | 0.2% | |
| AF EUROPAC Growth R6 1,561,551 Shares | Other securities | — | $91K | $86K | 0.2% | |
| PALANTIR TECHNOLOGIES INC CL 709.000 Shares | Common Stocks | — | $44K | $54K | 0.1% | |
| SOFI TECHNOLOGIES INC COM 2,001.000 Shares | Common Stocks | — | $21K | $31K | <0.1% | |
| FIDELITY CASH RESERVES 13,799.100 Shares | Mutual Funds | — | $14K | $14K | <0.1% | |
| ALPHABET INC CAP STK CL A 39.000 Shares | Common Stocks | — | $7K | $7K | <0.1% | |
| ARCHER AVIATION INC. COM CL A 399.000 Shares | Common Stocks | — | $4K | $4K | <0.1% | |
| QUANTUM COMPUTING INC COM 203.000 Shares | Common Stocks | — | $1K | $3K | <0.1% | |
| IONQ INC COM 78.000 Shares | Common Stocks | — | $4K | $3K | <0.1% | |
| BROAD INC COM 11.028 Shares | Common Stocks | — | $2K | $3K | <0.1% | |
| SOUNDHOUND AI INC CLASS A COM 101.000 Shares 919.86 | Common Stocks | — | — | $2K | <0.1% | |
| TACTILE SYS TECHNOLOGY INC COM 100.000 Shares | Common Stocks | — | $2K | $2K | <0.1% | |
| As of December 31, 2024 TJX COMPANIES INC 11.000 Shares | Common Stocks | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
