Brianne Meissen signed AKRS Equipment Solutions Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AKRS Equipment Solutions Inc.'s EIN is 27-0619457.
Download the official 2024 Form 5500 (PDF) for AKRS Equipment Solutions Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AKRS Equipment Solutions Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Flexpath Moderate Retirement R1 Common/Collective Trust | Common Collective Trusts | — | — | $13.1M | 15.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $13.1M | 15.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $9.5M | 11.0% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Funds | Other securities | — | — | $7.5M | 8.7% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $6.7M | 7.7% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $5.9M | 6.9% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $5.1M | 6.0% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $5.0M | 5.8% | |
| American Funds Fundamental Investors R6 Mutual Funds | Mutual Funds | — | — | $4.8M | 5.6% | |
| American Funds New Perspect R6 Mutual Funds | Mutual Funds | — | — | $4.7M | 5.5% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $4.7M | 5.5% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $3.1M | 3.6% | |
| Putnam Large Cap Value Fund R1 Common/Collective Trust | Common Collective Trusts | — | — | $2.6M | 3.0% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.6M | 3.0% | |
| American Funds Europacific Growth R6 Mutual Funds | Mutual Funds | — | — | $2.4M | 2.7% | |
| Galliard Stable Return Fund C Common/Collective Trust | Common Collective Trusts | — | — | $2.3M | 2.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.6% | |
| Flexpath Agressive Retirement R1 Common/Collective Trust | Common Collective Trusts | — | — | $2.0M | 2.3% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $2.0M | 2.3% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual Funds | Mutual Funds | — | — | $1.2M | 1.4% | |
| Janus JH Enterprise N Mutual Funds | Mutual Funds | — | — | $948K | 1.1% | |
| Loomis Sayles Core Plus Bond Fund Class Y Mutual Funds | Other securities | — | — | $876K | 1.0% | |
| MFS Mid Cap Value Fund Class R6 Mutual Funds | Mutual Funds | — | — | $781K | 0.9% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $705K | 0.8% | |
| Participant Loans Participant Loans, Interest at 4.25% to 9.50% | Bonds / Notes | — | — | $574K | 0.7% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $505K | 0.6% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $442K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $265K | 0.3% | |
| Wasatch Core Growth Fund Institutional Class Shares Mutual Funds | Other securities | — | — | $233K | 0.3% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $211K | 0.2% | |
| Flexpath Conservative Retirement R1 Common/Collective Trust | Common Collective Trusts | — | — | $200K | 0.2% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $200K | 0.2% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $13K | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG SM CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | 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.
| MSEC LLC |
| 26-2921823 |
| — |
| ADVISOR |
| $19K |
| — |
| MARINER WEALTH ADVISORS | 87-1928698 | — | INVESTMENT ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLAND & ASSOCIATES | 47-0698853 | — | ACCOUNTANT/AUDITOR | $5K | — |
