COZY Jones signed Akita Equipment Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Akita Equipment Corp.'s EIN is 20-5633281.
Download the official 2024 Form 5500 (PDF) for Akita Equipment Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Akita Equipment Corp.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $51K | $2.7M | 30.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $36K | $1.8M | 19.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $22K | $1.1M | 12.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $27K | $696K | 7.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $8K | $452K | 5.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $8K | $318K | 3.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $7K | $305K | 3.5% | |
| s * Principal LargeCap Growth Fund I 15,760 shares | Mutual Funds | — | $16K | $261K | 3.0% | |
| Fidelity 500 Index Fund 954 shares | Common Collective Trusts | — | — | $195K | 2.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $5K | $184K | 2.1% | |
| JPMorgan Mid Cap Growth Fund 3,445 shares | Other securities | — | $3K | $176K | 2.0% | |
| Putnam Stable Value Fund 135,826 shares | Stable Value | — | $136K | $136K | 1.5% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $129K | 1.5% | |
| Principal SmallCap Growth Fund I 6,178 shares | Other securities | — | $6K | $92K | 1.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $2K | $68K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $3K | $62K | 0.7% | |
| MFS Value Fund 775 shares | Mutual Funds | — | — | $37K | 0.4% | |
| Principal Lifetime Hybrid Income Fund 1,701 shares | Other securities | — | $2K | $37K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $37K | 0.4% | |
| Fidelity Small Cap Index Fund 1,165 shares | Common Collective Trusts | — | $1K | $32K | 0.4% | |
| EuroPacific Growth Fund 608 shares | Other securities | — | — | $31K | 0.3% | |
| Allspring Core Bond Fund 2,079 shares | Other securities | — | $2K | $23K | 0.3% | |
| American Century Small Cap Value Fund 1,905 shares | Other securities | — | $2K | $20K | 0.2% | |
| Fidelity International Index Fund 352 shares | Common Collective Trusts | — | — | $17K | 0.2% | |
| Allspring Special Mid Cap Value Fund 351 shares | Other securities | — | — | $16K | 0.2% | |
| Fidelity Mid Cap Index Fund 239 shares | Common Collective Trusts | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | 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.
