Carly Bartle signed Action Manufacturing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Action Manufacturing Company's EIN is 23-1346174.
Download the official 2024 Form 5500 (PDF) for Action Manufacturing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Action Manufacturing Company'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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| JOHN BURTON |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BLUE BELL, PA |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $2.1M | 18.9% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | $0 | $1.5M | 13.3% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $1.3M | 11.8% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $1.1M | 9.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $867K | 7.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $851K | 7.6% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | $0 | $443K | 4.0% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $382K | 3.4% | |
| PGIM HIGH YIELD R6 FUND | Other securities | — | $0 | $382K | 3.4% | |
| PIMCO STOCKSPLUS INTL I FUND | Mutual Funds | — | $0 | $371K | 3.3% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $371K | 3.3% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $241K | 2.2% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $241K | 2.2% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $218K | 1.9% | |
| Vanguard Balncd Index Admrl Fd | Mutual Funds | — | $0 | $218K | 1.9% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $0 | $212K | 1.9% | |
| Vanguard Total Wld St Idx Adm | Common Collective Trusts | — | $0 | $186K | 1.7% | |
| Prin Gl Real Est Sec SA-Z | Common Stocks | — | $0 | $169K | 1.5% | |
| Vanguard Wellesley Inc Adm Fd | Mutual Funds | — | $0 | $135K | 1.2% | |
| Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $115K | 1.0% | |
| Vanguard ST Corp Bd Idx Adm Fd | Common Collective Trusts | — | $0 | $102K | 0.9% | |
| Principal Guaranteed Option | Other securities | — | $0 | $99K | 0.9% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $97K | 0.9% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $0 | $94K | 0.8% | |
| Prin Liquid Assets Sep Acct-Z | Pooled Separate Accounts | — | $0 | $83K | 0.7% | |
| FIDELITY ADV TOTAL BOND Z FD | Mutual Funds | — | $0 | $76K | 0.7% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $73K | 0.7% | |
| Vanguard MidCp Grth Idx Adm Fd | Common Collective Trusts | — | $0 | $68K | 0.6% | |
| Vanguard Intl Value Inv Fund | Mutual Funds | — | $0 | $65K | 0.6% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $53K | 0.5% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $46K | 0.4% | |
| Invesco Corporate Bond R6 Fund | Mutual Funds | — | $0 | $46K | 0.4% | |
| Prin LifeTime 2060 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $32K | 0.3% | |
| Prin LifeTime 2055 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $30K | 0.3% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $23K | 0.2% | |
| Fidelity Adv Growth Opp Z Fund | Mutual Funds | — | $0 | $8K | <0.1% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $7K | <0.1% | |
| Vanguard Hi Div Yld Idx Adm Fd | Common Collective Trusts | — | $0 | $6K | <0.1% | |
| Prin LifeTime 2050 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $4K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $0 | $4K | <0.1% | |
| FIDELITY ADV SMALL CAP GR Z FD | Mutual Funds | — | $0 | $3K | <0.1% | |
| Inv Ds Mp Gth R6 Fd | Other securities | — | $0 | $3K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $2K | <0.1% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | $0 | $625 | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $417 | <0.1% | |
| ClearBridge Intl Grth IS Fd | Other securities | — | $0 | $206 | <0.1% |
