Kevin Radcliffe signed A & D Technology, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A & D Technology, Inc.'s EIN is 20-2813873.
Download the official 2023 Form 5500 (PDF) for A & D Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)A & D Technology, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.4M | 17.8% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $4.3M | 17.2% | |
| TRP NEW HORIZONS - I | Registered Investment Companies | — | — | $4.3M | 17.0% | |
| Value 1,503,914 | Other securities | — | $1.5M | $2.3M | 9.4% | |
| LARGE CAP GR II - R1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.3M | 9.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.1% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $1.6M | 6.6% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $1.5M | 6.0% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $677K | 2.7% | |
| GGT EUROPACIFIC GROWTH R1 WILMINGTON TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $627K | 2.5% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $572K | 2.3% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $538K | 2.2% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $468K | 1.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $347K | 1.4% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $339K | 1.4% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $205K | 0.8% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $139K | 0.6% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $112K | 0.4% | |
| SMALL CAP VAL II R1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $96K | 0.4% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $96K | 0.4% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $70K | 0.3% | |
| EMERGING MKTS R1 WILMINGTON TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $58K | 0.2% | |
| PN 001 | Other securities | — | — | $44K | 0.2% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $44K | 0.2% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $31K | 0.1% | |
| MFS INTL NEW DISCOVERY R3 | Registered Investment Companies | — | — | $24K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| PN 001 | Other securities | — | $1K | $2K | <0.1% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $1K | <0.1% | |
| METLIFE REL ST VAL 25157 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| CONSULTANT |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNGERFORD, ALDRIN, NICHOLS & CARTE | 38-2184825 | — | ACCOUNTANT | $11K | — |
