Wendi Newton signed Complete Automation Solutions Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Complete Automation Solutions Holdings, Inc.'s EIN is 26-0251174.
Download the official 2024 Form 5500 (PDF) for Complete Automation Solutions Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Complete Automation Solutions Holdings, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES WENDLING |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $20.2M | 97.0% | |
| Vanguard Total Stock Market Index Fund - Admiral (TM) Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $2.5M | 11.9% | |
| AB Large Cap Growth Fund - Class Z Pooled Separate Account | Pooled Separate Accounts | — | — | $2.3M | 11.1% | |
| Fisher Investments All World Equity Collective Fund - Class 4 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 9.1% | |
| Vanguard Target Retirement 2035 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 7.7% | |
| Fisher Investments U.S. Fixed Income Collective Fund - Class 4 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 5.4% | |
| Vanguard Target Retirement 2025 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $1.0M | 4.8% | |
| Vanguard Target Retirement 2050 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $1.0M | 4.8% | |
| American Funds American Balanced Fund - Class R-6 Pooled Separate Account | Pooled Separate Accounts | — | — | $864K | 4.2% | |
| Vanguard Target Retirement 2040 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $807K | 3.9% | |
| Vanguard Target Retirement 2055 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $704K | 3.4% | |
| American Funds Fundamental Investors - Class R-6 Pooled Separate Account | Pooled Separate Accounts | — | — | $673K | 3.2% | |
| Vanguard Mid-Cap Index Fund - Admiral (TM) Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $644K | 3.1% | |
| Vanguard Target Retirement 2030 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $633K | 3.0% | |
| Voya Fixed Account Guaranteed Investment Contract | Stable Value | — | — | $522K | 2.5% | |
| American Funds EUPAC Growth Fund - Class R-6 Pooled Separate Account | Pooled Separate Accounts | — | — | $493K | 2.4% | |
| Putnam Large Cap Value Fund - Class Pooled Separate Account | Pooled Separate Accounts | — | — | $488K | 2.4% | |
| PIMCO Total Return Fund - Institutional Class Pooled Separate Account | Pooled Separate Accounts | — | — | $366K | 1.8% | |
| Carillon Eagle Small Cap Growth Fund - Class R-6 Pooled Separate Account | Pooled Separate Accounts | — | — | $340K | 1.6% | |
| Janus Henderson Enterprise Fund - Class N Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $326K | 1.6% | |
| American Funds New Perspective Fund - Class R-6 Pooled Separate Account | Pooled Separate Accounts | — | — | $290K | 1.4% | |
| Vanguard Target Retirement 2045 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $266K | 1.3% | |
| Victory Integrity Small-Cap Value Fund - Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $230K | 1.1% | |
| Vanguard Target Retirement 2060 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $215K | 1.0% | |
| Fidelity Advisor Energy Fund - CIass Z Pooled Separate Account | Pooled Separate Accounts | — | — | $206K | 1.0% | |
| American Funds Capital Income Builder - Class R-6 Pooled Separate Account | Pooled Separate Accounts | — | — | $182K | 0.9% | |
| Victory High Income Fund - Institutional Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $167K | 0.8% | |
| Vangaurd Target Retirement 2070 Fund - Investor Shares Pooled Separate Account ** 286 * Vanguard Target Retirement Income Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $146K | 0.7% | |
| Allspring Real Return Fund - Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $128K | 0.6% | |
| Vanguard Target Retirement 2020 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $119K | 0.6% | |
| DFA U.S. Small Cap Portfolio - Institutional Class Pooled Separate Account | Pooled Separate Accounts | — | — | $112K | 0.5% | |
| American Funds New World Fund - Class R-6 Pooled Separate Account | Pooled Separate Accounts | — | — | $105K | 0.5% | |
| Franklin Utilities Fund - Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $99K | 0.5% | |
| Participant Loans 4.25 - 9.50% -0- | Bonds / Notes | — | — | $71K | 0.3% | |
| American Century Mid Cap Value Fund - R6 Class Pooled Separate Account | Pooled Separate Accounts | — | — | $61K | 0.3% | |
| Vanguard Target Retirement 2065 Fund - Investor Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $51K | 0.2% | |
| Lincoln Guaranteed Account Guaranteed Investment Contract | Stable Value | — | — | $15K | <0.1% | |
| PIMCO Real Estate Real Return Strategy Fund - Institutional Class Pooled Separate Account | Pooled Separate Accounts | — | — | $5K | <0.1% | |
| Voya Government Money Market Fund - Class A Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| BlackRock Strategic Global Bond Fund - Class K Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 34-1463411 |
| — |
| SERVICE PROVIDER |
| $5K |
| — |
| LPL FINANCIAL | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
