Rebecca Carpenter signed Advanced Conversion Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Conversion Technology, Inc.'s EIN is 23-2186457.
Download the official 2024 Form 5500 (PDF) for Advanced Conversion Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Conversion 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 |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Capital Appreciation Fund Mutual Funds | Other securities | — | — | $3.0M | 19.3% | |
| Vanguard 500 Index Admiral Mutual Funds | Common Collective Trusts | — | — | $1.9M | 12.6% | |
| T. Rowe Price Retirement 2040 R Mutual Funds | Other securities | — | — | $1.6M | 10.3% | |
| Vanguard Primecap Inv Mutual Funds | Mutual Funds | — | — | $1.5M | 9.7% | |
| T. Rowe Price Retirement 2030 R Mutual Funds | Other securities | — | — | $1.3M | 8.4% | |
| Vanguard Mid-Cap Index FD Adm Mutual Funds | Mutual Funds | — | — | $1.0M | 6.6% | |
| Vanguard U.S. Growth Fd Adm Mutual Funds | Mutual Funds | — | — | $838K | 5.5% | |
| Prudential Total Return Bond Fd CI R6 Mutual Funds | Other securities | — | — | $830K | 5.4% | |
| Vanguard Small Cap Index FD Adm Mutual Funds | Mutual Funds | — | — | $690K | 4.5% | |
| T. Rowe Price Retirement 2020 R Mutual Funds | Other securities | — | — | $548K | 3.6% | |
| Goldman Sachs Financial Square Govt. Money Market | Cash / Money Market | — | — | $381K | 2.5% | |
| T. Rowe Price Retirement 2060 R Mutual Funds | Other securities | — | — | $366K | 2.4% | |
| T. Rowe Price Retirement 2050 R Mutual Funds | Other securities | — | — | $295K | 1.9% | |
| MFS International Diversification R3 Mutual Funds | Mutual Funds | — | — | $276K | 1.8% | |
| MFS Value Fund A Mutual Funds | Mutual Funds | — | — | $268K | 1.7% | |
| T. Rowe Price Retirement 2010 R Mutual Funds | Other securities | — | — | $33K | 0.2% | |
| T. Rowe Price Retirement Balanced-R Mutual Funds | Other securities | — | — | $31K | 0.2% | |
| Vanguard Real Estate Index Admiral Mutual Funds | Mutual Funds | — | — | $21K | 0.1% | |
| Goldman Sachs Financial Square Treasury Inst Money Market | Cash / Money Market | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
