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Original filing (PDF)20250919113806NAL0001060035001
DAY AUTOMATION SYSTEMS, INC.
Form 5500
FILING_RECEIVED
DAY AUTOMATION SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
221
Accounts w/ balance
224
Plan assets (EOY)
$50.6M
Net assets (EOY)
$50.6M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAY AUTOMATION SYSTEMS, INC..
Plan sponsor
Name
DAY AUTOMATION SYSTEMS, INC.
EIN
16-1576146
Address
7931 RAE BLVD. · VICTOR, NY · 14564
Phone
(585) 202-2084
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
JAUFMANN & CENTOLA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP LLC | 80-0675279 | — | ADVISOR | $20K | — |
Investments
43 direct securities· $50.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF TRGT Date 2045 R6 315,513.931 Shares | — | — | $5.6M | $6.7M | 13.2% | |
| FID 500 INDEX 28,165.985 Shares | — | — | $4.1M | $5.8M | 11.4% | |
| AF TRGT Date 2030 R6 329,214.578 Shares | — | — | $5.1M | $5.7M | 11.2% | |
| AF TRGT Date 2035 R6 271,229.939 Shares | — | — | $4.4M | $5.2M | 10.2% | |
| $ * Harbor Capp App Inst 32,017.827 Shares | — | — | $3.1M | $3.6M | 7.2% | |
| AF TRGT Date 2050 R6 122,077.669 Shares | — | — | $2.2M | $2.6M | 5.0% | |
| AF TRGT Date 2040 R6 117,247.023 Shares | — | — | $2.1M | $2.4M | 4.8% | |
| AF TRGT Date 2025 R6 150,245.152 Shares | — | — | $2.1M | $2.3M | 4.5% | |
| AF TRGT Date 2060 R6 94,565.063 Shares | — | — | $1.5M | $1.7M | 3.3% | |
| MFS MID Cap Value R6 53,332.968 Shares | — | — | $1.5M | $1.7M | 3.3% | |
| AF TRGT Date 2055 R6 63,539.888 Shares | — | — | $1.4M | $1.7M | 3.3% | |
| FID MID CAP IDX 42,316.479 Shares | — | — | $1.2M | $1.4M | 2.8% | |
| MICROSTRATEGY INC CL A NEW NFS 4,503.083 Shares | — | — | $665K | $1.3M | 2.6% | |
| AF TRGT Date 2020 R6 78,946.332 Shares | — | — | $1.0M | $1.1M | 2.1% | |
| MFS MID CAP GRTH R6 33,087.626 Shares | — | — | $956K | $1.0M | 2.1% | |
| FKLN SM CAP GRTH ADV 33,663.769 Shares | — | — | $805K | $894K | 1.8% | |
| JHancock Bond R6 52,492.388 Shares | — | — | $762K | $700K | 1.4% | |
| FKLN SM Cap Value R6 10,528.981 Shares | — | — | $593K | $634K | 1.3% | |
| MFS Value R6 11,877.181 Shares | — | — | $590K | $575K | 1.1% | |
| FID SM CAP IDX 19,411.144 Shares | — | — | $484K | $537K | 1.1% | |
| FID EMRG MKITS IDX 49,435.381 Shares | — | — | $515K | $517K | 1.0% | |
| AF TRGT Date 2010 R6 35,113.052 Shares | — | — | $403K | $408K | 0.8% | |
| AF TRGT Date 2015 R6 31,644.678 Shares | — | — | $379K | $388K | 0.8% | |
| OUTSTANDING LOAN BALANCE - | — | — | — | $365K | 0.7% | |
| FID ST TR BD IDX 27,267.290 Shares | — | — | $282K | $277K | 0.5% | |
| FID Real Estate IDX 16,517.571 Shares | — | — | $287K | $266K | 0.5% | |
| FID INTL Index 5,143.698 Shares | — | — | $235K | $245K | 0.5% | |
| FID GOVT MMKT 169,535.600 Shares | — | — | $170K | $170K | 0.3% | |
| FID INTM TR BD IDX 16,396.336 Shares | — | — | $174K | $155K | 0.3% | |
| TESLA MOTORS INC COM USD0.001 303.000 Shares | — | — | $107K | $122K | 0.2% | |
| NVIDIDA COPR NFS LLC 656.053 Shares | — | — | $94K | $88K | 0.2% | |
| AF EUROPAC Growth R6 1,561,551 Shares | — | — | $91K | $86K | 0.2% | |
| PALANTIR TECHNOLOGIES INC CL 709.000 Shares | — | — | $44K | $54K | 0.1% | |
| SOFI TECHNOLOGIES INC COM 2,001.000 Shares | — | — | $21K | $31K | <0.1% | |
| FIDELITY CASH RESERVES 13,799.100 Shares | — | — | $14K | $14K | <0.1% | |
| ALPHABET INC CAP STK CL A 39.000 Shares | — | — | $7K | $7K | <0.1% | |
| ARCHER AVIATION INC. COM CL A 399.000 Shares | — | — | $4K | $4K | <0.1% | |
| QUANTUM COMPUTING INC COM 203.000 Shares | — | — | $1K | $3K | <0.1% | |
| IONQ INC COM 78.000 Shares | — | — | $4K | $3K | <0.1% | |
| BROAD INC COM 11.028 Shares | — | — | $2K | $3K | <0.1% | |
| SOUNDHOUND AI INC CLASS A COM 101.000 Shares 919.86 | — | — | — | $2K | <0.1% | |
| TACTILE SYS TECHNOLOGY INC COM 100.000 Shares | — | — | $2K | $2K | <0.1% | |
| As of December 31, 2024 TJX COMPANIES INC 11.000 Shares | — | — | $1K | $1K | <0.1% |
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