Monika Eiden signed AMF Automation Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AMF Automation Technologies, LLC's EIN is 26-2570524.
Download the official 2024 Form 5500 (PDF) for AMF Automation Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AMF Automation Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $61K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| MODERATE MAP GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $9.4M | 20.4% | |
| Fidelity 500 Index Fund Signal | Common Collective Trusts | — | — | $5.2M | 11.3% | |
| GROWTH MAP GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $5.1M | 11.1% | |
| AGGRESSIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $4.6M | 9.9% | |
| Harbor Funds Harbor Capital Appreciation Fund | Mutual Funds | — | — | $4.1M | 8.9% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $4.1M | 8.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.2M | 4.8% | |
| Wells Fargo Bank, N.A. Galliard Stable Return C | Other securities | — | — | $2.2M | 4.8% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.7M | 3.6% | |
| American Beacon American Beacon Large Cap Value Fund | Other securities | — | — | $1.5M | 3.3% | |
| CONSERVATIVE MAP GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $1.5M | 3.2% | |
| Dodge & Cox Funds Dodge & Cox Income Fund | Mutual Funds | — | — | $1.4M | 3.0% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| Victory Capital Victory Small Co. Opportunity I | Common Stocks | — | — | $1.0M | 2.2% | |
| JP Morgan JPMorgan Mid Cap Value Fund | Other securities | — | — | $932K | 2.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $856K | 1.9% | |
| Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $760K | 1.7% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Institutional | Other securities | — | — | $709K | 1.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $404K | 0.9% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $402K | 0.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $400K | 0.9% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $349K | 0.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $346K | 0.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $275K | 0.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $265K | 0.6% | |
| INCOME MAP GREAT GRAY TRUST COMPANY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $262K | 0.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $260K | 0.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $250K | 0.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $172K | 0.4% | |
| Fidelity Interest-Bearing Cash | Mutual Funds | — | — | $135K | 0.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $85K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
