Steve Heisinger signed Adams Thermal Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adams Thermal Systems Inc.'s EIN is 20-0386781.
Download the official 2024 Form 5500 (PDF) for Adams Thermal Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adams Thermal Systems Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP | 46-3329350 | — | ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.2M | 13.9% | |
| Fidelity Freedom Index Fund 2040 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.9M | 11.6% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.8M | 11.0% | |
| AB Large Cap Growth Fund Common Collective Fund N/A | Common Collective Trusts | — | — | $1.6M | 9.6% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.6M | 9.6% | |
| Fidelity Freedom Index Fund 2030 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.4M | 8.4% | |
| American Funds New Prspctve Fund Mutual Fund N/A | Mutual Funds | — | — | $745K | 4.6% | |
| American Centry Small Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $723K | 4.5% | |
| Fidelity Freedom Index Fund 2035 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $687K | 4.2% | |
| Victory Sycamore Est Value Fund Mutual Fund N/A | Other securities | — | — | $685K | 4.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $680K | 4.2% | |
| Fidelity Freedom Index Fund 2020 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $618K | 3.8% | |
| Fidelity Freedom Index Fund 2050 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $527K | 3.2% | |
| Fidelity Freedom Index Fund 2055 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $412K | 2.5% | |
| Fidelity Freedom Index Fund 2045 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $306K | 1.9% | |
| Fidelity Freedom Index Fund 2070 IPR Mutual Fund N/A 241 * Fidelity Freedom Index Income Fund IPR Mutual Fund N/A | Common Collective Trusts | — | — | $281K | 1.7% | |
| Fidelity Freedom Index Fund 2060 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $275K | 1.7% | |
| PIMCO Income Fund Mutual Fund N/A | Mutual Funds | — | — | $211K | 1.3% | |
| Fidelity Freedom Index Fund 2065 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $184K | 1.1% | |
| Fidelity International Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $176K | 1.1% | |
| PGIM High- Yield Fund Mutual Fund N/A | Other securities | — | — | $147K | 0.9% | |
| Fidelity Freedom Index Fund 2015 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $115K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $112K | 0.7% | |
| Notes receivable from participants Maturing 2025-2029 at interest rate of 9.00% - | Bonds / Notes | — | — | $101K | 0.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $95K | 0.6% | |
| Fidelity Freedom Index Fund 2025 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $62K | 0.4% | |
| American Funds New World Fund Mutual Fund N/A | Mutual Funds | — | — | $57K | 0.3% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $57K | 0.3% | |
| Baron Real Estate Mutual Fund N/A | Other securities | — | — | $49K | 0.3% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $40K | 0.2% | |
| Franklin Small Cap Value Fund Mutual Fund N/A | Mutual Funds | — | — | $32K | 0.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $16K | 0.1% | |
| PIMCO International Bond Fund Mutual Fund N/A | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Government Money Market Fund Money Market Mutual Fund N/A | 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 |
|---|---|---|---|---|---|
| EIDE BAILLY | 45-0250958 | — | ACCOUNTANT/AUDITOR | $17K | — |
