Andrea Kewley signed Applied Control Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Control Management, Inc.'s EIN is 26-4313888.
Download the official 2024 Form 5500 (PDF) for Applied Control Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Control Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | 48-1233289 | — | INVESTMENT ADVISORY | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal** Principal Trust Target 2030 Fund | Other securities | — | — | $5.7M | 16.3% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5.7M | 16.3% | |
| Principal** Principal Trust Target 2025 Fund | Other securities | — | — | $4.0M | 11.3% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.0M | 11.3% | |
| Principal** Principal Trust Target 2040 Fund | Other securities | — | — | $3.4M | 9.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.4M | 9.7% | |
| Principal** Principal Trust Target 2055 Fund | Other securities | — | — | $2.8M | 8.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.8M | 8.1% | |
| Principal** Principal Trust Target 2035 Fund | Other securities | — | — | $2.8M | 8.0% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.8M | 8.0% | |
| Principal** Principal Trust Target 2045 Fund | Other securities | — | — | $2.6M | 7.3% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.6M | 7.3% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $2.2M | 6.3% | |
| Principal** Principal Trust Target 2050 Fund | Other securities | — | — | $1.7M | 4.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.7M | 4.9% | |
| Principal** Principal Trust Target 2020 Fund | Other securities | — | — | $1.3M | 3.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.3M | 3.8% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| Principal** Principal Trust Target 2060 Fund | Other securities | — | — | $951K | 2.7% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $951K | 2.7% | |
| Vanguard Fed Money Mrkt Inv Fund | Mutual Funds | — | — | $739K | 2.1% | |
| Principal** Principal Trust Target 2065 Fund | Other securities | — | — | $691K | 2.0% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $691K | 2.0% | |
| Vanguard Mid-cap Index Admiral Fund | Mutual Funds | — | — | $661K | 1.9% | |
| Vanguard Equity-Income Admiral Fund | Mutual Funds | — | — | $634K | 1.8% | |
| JPMorgan Funds JPMorgan Mid-cap Growth Fund | Other securities | — | — | $467K | 1.3% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $445K | 1.3% | |
| Vanguard Small-cap Index Admiral Fund | Mutual Funds | — | — | $430K | 1.2% | |
| Metropolitan West Metropolitan West Total Return Bond Plan Fund | Other securities | — | — | $391K | 1.1% | |
| T. Rowe Price QM US Small-cap Growth Equity Fund | Other securities | — | — | $326K | 0.9% | |
| Goldman Sachs Goldman Sachs Small Cap Value Insights Fund | Other securities | — | — | $252K | 0.7% | |
| Principal** Principal Trust Target 2015 Fund | Other securities | — | — | $230K | 0.7% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $230K | 0.7% | |
| vested participant accounts - | Other securities | — | — | $196K | 0.6% | |
| Vanguard Inflation-Protected Securities Admiral Fund | Mutual Funds | — | — | $184K | 0.5% | |
| Victory Capital Victory Capital Management Sycamore R6 Fund | Other securities | — | — | $158K | 0.4% | |
| BlackRock High Yield Bond K Fund | Other securities | — | — | $115K | 0.3% | |
| American Funds New World Fund Inc | Mutual Funds | — | — | $99K | 0.3% | |
| American Funds Amer Bal R6 Fund | Mutual Funds | — | — | $97K | 0.3% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $95K | 0.3% | |
| Vanguard Short-term Federal Admiral Fund | Mutual Funds | — | — | $86K | 0.2% | |
| JPMorgan Funds JPMorgan Government Bond R6 Fund | U.S. Treasuries | — | — | $71K | 0.2% | |
| (E) | Other securities | — | — | $46K | 0.1% | |
| Principal** Principal Trust Target 2070 Fund | Other securities | — | — | $46K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $46K | 0.1% | |
| Vanguard REIT Index Admiral Fund | Mutual Funds | — | — | $41K | 0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | 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.
